Live Training Webinar: Turn Fear to Foresight - Use Signals and Target-Maps to Plan for the Unpredictable

When your clients ask, "Will we be okay if the worst happens?", they aren't looking for a 50-page report.

They’re looking to you for clarity and confidence. While you can't predict the future, you can provide the foresight to pinpoint financial vulnerabilities and present solutions on a single, easy-to-understand page.

Join LiaJean McHenry for this Accelerate session to master the combined power of Signals and Target-Maps. Learn how to quickly assess a household’s resilience and turn your clients' deepest financial fears into a concrete, visual plan of action.