$697.00 AUD

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Retirement 2.0 Adviser Tools

This self lead learning program teaches financial advisers and accountants how to use Retirement 2.0 tools with existing and new clients. 

After signing up, you get:

  • Step by step program
  • Downloadable workbook (pdf)
  • 6 learning movies

The lesson subjects are: 

  • Lesson 1 - Retirement 2.0 Introduction
  • Lesson 2 - Retirement 2.0 Tools
  • Lesson 3 - Build your own Game Plan
  • Lesson 4 - Sign up clients to My Game Plan
  • Lesson 5 - Debriefing My Game Plan with clients
  • Lesson 6 - Retirement 2.0 marketing tools 

And you will also get:

  • Access to complete My Game  program yourself 
  • 2 individual use coupons for My Game Plan which you can give/sell to your clients, valued at $394 (2 x $197).
  • If you sell 2 tickets to your clients, this reduces the actual cost of this program to $303 ($697 - $394).