{"id":1601,"date":"2020-12-07T21:55:57","date_gmt":"2020-12-07T21:55:57","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/4-steps-for-a-client-retirement-goal\/"},"modified":"2024-11-01T00:17:04","modified_gmt":"2024-11-01T00:17:04","slug":"4-steps-for-a-client-retirement-goal","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/4-steps-for-a-client-retirement-goal\/","title":{"rendered":"4 Steps for a Client Retirement Goal"},"content":{"rendered":"

Use this email to promote Foundational Planning to eMoney users in your field. This communication showcases a 4-step example of how a financial professional using Foundational Planning would support their client with a retirement goal in mind and demonstrate probability of success. Encourage interested recipients to request a demo of eMoney Plus.<\/p>\n","protected":false},"excerpt":{"rendered":"

Use this email to promote Foundational Planning to eMoney users in your field. This communication showcases a 4-step example of how a financial professional using Foundational Planning would support their client with a retirement goal in mind and demonstrate probability of success. Encourage interested recipients to request a demo of eMoney Plus.<\/p>\n","protected":false},"author":1,"featured_media":1346,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[43,40],"tags":[406,82,71,145,295,405,69],"class_list":["post-1601","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-foundational-planning","category-value-add","tag-contributions","tag-foundational-planning","tag-planning","tag-retirement","tag-social-security","tag-streamline","tag-value-add"],"acf":[],"yoast_head":"\n4 Steps for a Client Retirement Goal - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"4 Steps for a Client Retirement Goal - eMoney\" \/>\n<meta property=\"og:description\" content=\"Use this email to promote Foundational Planning to eMoney users in your field. 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