Join Dick Wagner & Don St. Clair as they explore the historicity of money, the future of inflation and entitlements, and the implications for our profession.

Join a seasoned psychologist who focuses on issues of identity, transition, and money. Retirement is a major life transition that impacts people on many levels.

Our discussion will focus on what you can be doing now to maximize the value of your practice so that it has real value when you leave, either voluntarily or involuntarily. We will also talk about the “staged transaction” which protects you and your family against the downside while maximizing value on the upside.

This session will provide practical tools and techniques for veteran planners and those new to the industry, equip them to arrive at better financial planning solutions with their clients and make client relationships richer and stronger at every step of the process.