This course will be LIVE on: Thursday, March 27, 2025, 2:00 PM – 3:00 PM EDT.

Attend the upcoming LIVE WEBINAR without the need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. 

Clients, and their advisors, often place too much significance on net worth to determine retirement readiness. 

However, your client’s retirement happiness will come from focusing on experiences, people, and places that matter to them.

We can empower clients to spend and give with confidence when we help them maximize net income and minimize taxes, by transitioning from a net worth mindset to instead focus on net income strategies. 

In "Why Your Client’s Net Worth Isn’t Their Most Important Number!" with Zachary Larson, he will highlight stories and strategies from his recent book to help you and your clients:

1. Clarify critical planning opportunities for the accumulation phase and distribution phases of clients’ lives;
2. Explore the power of Monte Carlo projections and tax-diversification when you’re equipping your clients for retirement;
3. Discover creative ways to encourage your clients to spend and give with confidence, thereby increasing their satisfaction and your client retention.

Your presenter is Zachary Larson, CFP®,ChFC®, FIC, Founding Partner and Wealth Advisor at IntentGen Financial Partners. 

Zac Larson is a Founding Partner and Wealth Advisor at IntentGen Financial Partners. He has invested time and energy for over two decades to grow a company that positively impacts the community by delivering exceptional value to clients, creating growth opportunities for employees, and generously supporting local organizations. IntentGen’s purposeful approach to financial planning, asset management, and community engagement enables them to live out their mission of empowering people to live intentionally and generously.

In addition to his professional endeavors, Zac finds fulfillment in his role as a husband to Kristin, whom he married in 2003, and as a father to their four teenage sons. He actively engages in his community by serving on non-profit boards and coaching his sons’ basketball teams. He actively enjoys life through golf, scuba, cycling, and sports with family and friends. Ari Parker is the co-founder and Head of Medicare Advisory at Chapter, the country's most valuable Medicare brokerage. Having advised over 100,000 Americans on Medicare decisions, he leads a team of licensed advisors who provide independent, unbiased Medicare guidance nationwide.. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

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The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!