Income Planning: How to Prepare Your Clients for Rising Inflation

We are all feeling the impact of high inflation and NOW is the time to re-visit your clients’ budgets to determine if prior plans will withstand a prolonged period of high inflation.

This educational webinar will teach you how to properly segment your clients to determine those who facing financial risk, gather smart data about actual consumption, and “stress” test that consumption against income needs moving into the future.

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You will come away from this webinar with a “game plan” to address your clients’ needs as well as techniques and solutions to plan through these challenging times.