Make Your Competition Green With Envy – Attend Legacy’s Income Planning University!

80% of Americans Flunked the Retirement Income Literacy Survey

Help Client’s Pass Their Retirement Income Literacy Test

While two-thirds of respondents claimed to be working with a financial advisor, their lack of knowledge suggests advisors have not done a good job educating their clients. Are you positioned to educate and guide your clients on their retirement strategy?

And knowledge of annuities as a retirement income strategy was the

lowest of 11 key issues covered.

While two-thirds of respondents claimed to be working with a financial advisor, their lack of knowledge suggests advisors have not done a good job educating their clients.

Are you positioned to educate and guide your clients

on their retirement strategy?

Educate yourself and your clients by attending Legacy’s Income Planning University.
DateLocation

February 19, 2015

Fort Lauderdale, FL

March 26, 2015

Mount Laurel, NJ

May 12, 2015

Kansas City, MO

June 11, 2015

Houston, TX
September 10, 2015Denver, CO

Call the team at Synergy for more information or Register and fill out the form below!! synergy_wood_3d_blur_edges_color_33333_large

  
 
 

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