Keith and Beth 3

Join us for an insightful client meeting with the financial planner, Hannah Moore, CFP. This is meeting three with our clients Keith and Beth!

In this session, you’ll join financial planner Hannah Moore, CFP®, as she meets with Keith and Beth for the third time to walk through their retirement projections. True to Hannah’s warm and collaborative approach, the focus is on open conversation, mutual understanding, and building strategies that truly fit their life. Using interactive tools and thoughtful analysis, Hannah helps Keith and Beth explore their options and make decisions that feel right for them. This session is a great example of how clear communication and client-centered planning can empower people to move forward with confidence.

Course learning objectives:

• Analyze the process of creating and reviewing retirement projections to ensure they align with client goals and realities.
• Evaluate various financial planning scenarios using tools like eMoney to effectively communicate potential outcomes to clients.
• Identify and incorporate all relevant client assets and accounts into the financial plan to provide a complete financial picture.
• Assess the impact of client feedback and behavioral insights on the ongoing development and adaptation of financial strategies.
• Summarize best practices in facilitating client meetings, focusing on clear communication, client engagement, and delivering actionable insights.

For experience hours seekers, please complete all of the required pieces of this course to earn 50 CFP Board standard pathway hours or 25 AFC experience hours. 

For CE seekers, you can complete the quiz at the end of the meeting commentary to earn 1.5 CE hours.