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

During this webinar, we reviewed 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.

Timestamps

00:00 Introduction

04:00 Scenario Setup and Planning Page Review

11:45 Financial Recommendations Overview

29:30 Reviewing the Recommended Scenario

32:30 Comparing Scenarios

35:00 Lifestyle Recommendations Update

41:00 Financial Recommendations FAQs