(UPCOMING WEBINAR) 🎯 Optimize client outcomes with automated recommendations, without losing control (June 17, 2026)

We’re hosting a dedicated webinar to review the new Financial Recommendations and our existing Lifestyle Recommendations features on Wednesday, June 17, at 10 AM PT / 11 AM MT / 1 PM ET.

During the webinar, we'll review several projections to demonstrate how to:

• Generate automatic recommendations to help answer client questions and improve their outcomes.
• Tailor the recommendations based on unique circumstances and preferences.
• Review and understand the resulting projection and the pros and cons of the recommendations.
• Provide actionable next steps for your client to implement the recommendations.

We'll also be answering your questions live!