The Holy Grail of Income Planning

Tuesday, June 24, 2025
12:00 pm - 1:00 pm ET

Program Overview

Curtis Cloke,
CLTC, LUTCF, RICP

In this session, we’ll explore how to elevate retirement advice beyond traditional financial discussions by developing intuitive, consultative skills that speak to the emotional side of the client’s decision-making. This refined approach builds trust more quickly, makes prospective clients feel genuinely heard, and creates a sense of urgency—minimizing costly delays that can hinder firm growth. We’ll also cover key tax strategies, including Roth conversions, the impact of IRMAA on healthcare costs, and planning for longevity.

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REGISTRATION FEE

Members: No Fee | Nonmembers: $59.00

CE CREDITS

1 CFP® credit has been applied for.
1 CPE (accounting) credit has been applied for.
1 Professional Recertification/PRP (American College) credit has been applied for.

(State insurance credit is not available.)
$5.00 fee per credit.