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!", author, speaker, and Certified Financial Planner, Zac Larson, will highlight stories and strategies from his recent book to help you and your clients:
- Clarify critical planning opportunities for the accumulation phase and distribution phases of clients’ lives;
- Explore the power of Monte Carlo projections and tax-diversification when you’re equipping your clients for retirement;
- Discover creative ways to encourage your clients to spend and give with confidence, thereby increasing their satisfaction and your client retention.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Zachary Larson, CFP®, ChFC®, FIC, Founding Partner and Wealth Advisor at IntentGen Financial Partners.
Meet Zachary Larson, CFP®, ChFC®, FIC, Founding Partner and Wealth Advisor at IntentGen Financial Partners
Retirement planning experience
Zachary Larson has dedicated over two decades to improving his clients’ lives and growing a company that positively impacts the community. Guided by a philosophy centered on purpose and service, Zac chose a path divergent from conventional norms, prioritizing thoughtful, client-focused financial partnerships.
His career began with Thrivent Financial, where Zac and his business partner, Corey Schmidt, found a platform to align their professional pursuits and personal values. Zac and Corey co-founded IntentGen Financial Partners in 2018 with the goal of delivering more value to their clients, team, and community. Their specialized brand of financial planning, asset management, and community engagement enables them to live out their mission of empowering people to live intentionally.
Retirement planning thought leadership and expertise
Zac’s current roles focus on enhancing IntentGen’s culture and brand while also building client and community relationships. His client-facing expertise supports the company’s process to help strategize and maximize plans for retirement income, investment management, wealth transfer, tax efficiency, and charitable giving. His leadership goals are to create opportunities for employees, clients, and the community to live intentionally, grow purposefully, and experience the joy of living generously.
Beyond 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, serving on non-profit boards and coaching his sons’ basketball teams. Zac recharges by golfing, scuba diving, skiing, cycling, and traveling. Through his multifaceted pursuits, Zac is committed to fostering a legacy of intentional and generous living that he strives to pay forward every day.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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