Spending Game Online

 
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Learn the NextGen Spending Game & How to Present it to Clients

 

Starts September 2, 2020 Wednesdays
1 to 2:15 Eastern  

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Eight Weekly Sessions with Mark Guthrie & Noel Edwards


WHAT YOU WILL LEARN

A conceptual presentation using the Personal Economic Model®

The Retirement Ready or Not calculator and its PEM features

When & how to use Spending Game in the 10-Step Client Process

In the Spending Game, you will learn: 

  • How to create basic client cases from the confidential financial questionnaire 
  • How to demonstrate summaries of a client’s key financial accounts 
  • How to demonstrate client’s wealth transfers and associated opportunity costs 
  • How to demonstrate client’s Personal Economic Model® view 
  • How to create and demonstrate a retirement income and balances forecast 
  • How to create and demonstrate an alternative scenarios and their financial benefits 
  • How to generate reports showing a current position and an improved position based on your recommendations 

WHAT'S INCLUDED

  • Eight 60-minute sessions
  • Live instructor training and dedicated support answering Q&A during the sessions 
  • Course Guide
  • Demo Spending Game files
  • Your group's session recordings
  • Recordings archive from the previous group 
  • Pre and Post Course Satisfaction Survey

COST & REGISTRATION

  • $500 per person
Starts September 2, 2020