Lesson Tag: Pricing

Pre-Session Survey

A pre-session survey capturing your issues and objectives which will help us support you better at and after the session.

“Simple” Retiree Precedents

This session presents a video and 'simple' Terms of Engagement for new Retiree Certainty Clients with little complexity. Aspirations are retirement with travel, property downsizing and planning for travel (post Covid-19 of course).

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