Upcoming Live Webinar: Check Engine Lights for Your Clients’ Financial Well-being: Six Critical Warnings to Monitor


What if there was a “check engine” light for advisors looking out for their clients’ well-being?

The financial preparedness of a household to fund a sustained loss associated with critical events is crucial to maintaining financial stability.

Join H. Adam Holt, CFP, the CEO and Founder of Asset-Map, on Wednesday, March 16th at 2PM ET as he shares his “6 Financial Fire Drills” framework designed to bridge the gap between validating a household’s current financial decisions and new planning opportunities. He’ll also discuss the process behind automatically identifying the financial capacity to weather the six critical events that commonly disrupt a client’s financial well-being:

  • Liquidity (Emergency Reserves)

  • Long-term Disability

  • Loss of Life

  • Long-term Care

  • Longevity

  • Legal Liability

And stay until the end to get a preview of Asset-Map Signals™, an automated indicator for the financial preparedness of client households.

TJ HillWebinar