CFP CE Webinar: Planning with Workplace Retirement Savings. – Wealthbox CRM

recorded webinar

CFP CE Webinar: Planning with Workplace Retirement Savings.

Join Wealthbox & Right Capital for this CFP CE webinar. Many of your clients have access to a retirement plan through their jobs. But, they may not be using the appropriate funds based on their goals, or they may have questions about fees or how much to contribute to their plan. Join us as we help you gain a deeper understanding of workplace retirement plans and how they can provide financial planning opportunities for your practice.

View All Webinars

Looking for a live demo of Wealthbox?

Book a Demo