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The Financial Planning Pyramid: 
Simple Steps to Protect Income, Assets and Legacy

Explore financial planning through a practical pyramid framework that shows how each layer of financial security supports the next. Starting with cash flow, emergency reserves, and risk management, this webinar builds toward wealth accumulation, retirement income, healthcare planning, and legacy considerations. Emphasis is placed on recognizing gaps, avoiding common planning missteps, and understanding how insurance products fit within a broader financial picture.

Pricing
$49.00*		Webinar Duration
60 minutes		CE Requirements
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Webinar Details

The Financial Planning Pyramid: Simple Steps to Protect Income, Assets and Legacy

Build financial strategies from the ground up by following a clear pyramid framework that connects money management, protection, retirement planning, and legacy goals.

Topics

  • Examine the five tiers of the financial planning pyramid and why sequence matters
  • Identify gaps in cash flow, protection, and savings that can undermine long-term goals
  • Connect insurance solutions to broader financial and risk management strategies
  • Apply foundational concepts to retirement income, healthcare, and legacy considerations
  • Reinforce ethical planning practices that prioritize client needs over products

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