Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
If you have any questions, please feel free to email us at firstname.lastname@example.org.
The SECURE Act 2.0 implements several changes that affect many different areas of financial planning. Many clients will have questions about how this impacts them — and what they should be doing about it. That’s where you step in.
Using this checklist, you will be able to effectively highlight the important changes that affect your client, identify some proactive planning points to consider, and be able to chronologically prioritize which next steps should be taken. This checklist covers many important issues to consider as a result of the SECURE Act 2.0, such as:
Access a client-facing email template here.