Beyond 202: What-if & Financial Well-being

Beyond 202: What-if & Financial Well-being

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Online event

Solve all financial goals in a single view, then stress test the plan and discover strategies to protect the plan from future failure.

About this event

During this session we’ll explore how our What-if feature helps you demonstrate the impact of a major life or market event on your clients financial goals. Then we’ll demonstrate how to insulate the plan through suggested proactive, and reactive strategies. Next we'll show you how to leverage our holistic Financial Well-being goal to identify the best-case outcome for all of your client’s goals at once, and demonstrate the impact each strategy has on individual goals across the entire financial plan in a single view.

Beyond Series

Take your practice even further; explore Conquest Planning’s innovative features in this advanced webinar training series.

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