Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
November 12, 2018 Episode #7

The SECURE Retirement Plan Process®: Part 2

Today, Carl Coolidge walks you through the second part of the SECURE® process. The latter part of the acronym stands for Understand, Retain, and Evaluate. In contrast to episode 5, these last letters are your application steps to succeeding within the SECURE® process.

Don’t miss out on learning how you can finally execute this process within your own practice.

Feel secure, be secure.


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