Introduction to Wealth Planning
A Step-by-Step Approach to Putting
Your Financial Life on the Right Track
RPP
INTRODUCTION TO WEALTH PLANNING
Speaker(s): A Mariner Wealth Advisors advisor/Senior wealth consultant or, if you would like a speaker from the home office, such as Brian Leitner or George Fernandez, please let us know.
Est. Presentation Time: 30 minutes – 1.5 hours (varies based on topics chosen)
Many of our prospects understand the importance of implementing a wealth plan but feel overwhelmed with where to begin. Introducing a series of manageable steps, we can greatly simplify the process and clarify the importance of developing a plan. In this presentation, we highlight various planning topics to consider, including:
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Risk management
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Retirement
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Investments
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Education
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Long-term care
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Tax, trust and estate planning
This event can be presented by advisors and business development officers in its full format or in an abbreviated format to address the specific interests of the audience.
Please fill out the Event Request Form and email to [email protected].
Approved Materials
We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.
Presentation
Est. Time: 1 Hour
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