Learn how to compare scenarios to optimize client outcomes [an Advisor Financial Planning tutorial]

CE-accredited Financial Planning Webinar: [Pre-retirement planning] Answer client questions by comparing scenarios to optimize outcomes. Live attendance was required to be eligible for applicable CE Credit. Join the Snap Projections community from our blog to get an invite to the next one: https://snapprojections.com/financial... Want to follow along with the lesson? Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software here: https://bit.ly/Advisor-14-day-free-trial When your pre-retiree clients have questions, what is your process to provide answers and options? During this Case Study, the client questions we will be addressing are: 👵🏻 When is the optimal time to start taking Government benefits? 💰 What is the best asset drawdown timing and order? 🧐 How does a specific decision impact total OAS Clawback? 🏡 What would it look like if the home was downsized? Do you have an effective way to provide answers and present the information in a way your clients can understand?