935am think advisor retirement conference
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  • 1. Greg Friedman, MS, CFP Private Ocean Wealth Management Junxure (CRM Software) Think Retirement Income 2013
  • 2.  Traditional Financial Planning (Analysis and Education)      Capital Needs Modeling Withdrawal Rate Information Alternative Structures for Cash Flow “Coaching” Qualitative Conversations
  • 3.    Address the fear/anxiety/uncertainty through qualitative conversations – the numbers are the numbers Focus on the financial plan and income structure – to reduce focus on the portfolio returns Engage clients through discussions about their passions/interests