Apr 20, 2022
How involved should you be with a client’s employee benefit selection? One thing you can do is demystify healthcare costs and explain how employee benefits play in to a holistic financial picture. Hear from Royal Alliance financial professional and W Forum Visionary Michaela F. Scott, MSFS, CFP®, AIF®, RICP®, ChFC, CLU® on this topic and how you can best support your clients.
This presentation was originally recorded at Advisor Group’s W Forum, an annual event supporting the advancement of women in the wealth management industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.