Pre-Session Survey
A pre-session survey capturing your issues and objectives which will help us support you better at and after the session.
Lesson Tag: Pricing
“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).