Tom Hegna is a well known financial expert, speaker, author, and PBS show host that focuses on the optimal way to retire based on math and science.

The “Don’t Worry, Retire Happy” Presentation is based on Tom’s best selling book and PBS special by the same name. Tom will talk about the “7 Steps to Retirement Happiness” and why they need to meet with you to implement them with a call-to-action at the end to schedule a 15-minute call with you and your team.

What you’ll get:

• A customized landing page with your company information, disclosure, and up to two featured advisors as co-presenters with Tom Hegna

• A customized automated webinar that runs daily for 30-days with your disclosures (if necessary) and a link to your automated calendar.

• Proven email and text message templates to invite your current clients and prospects

What you (or your office) will be responsible for:

1. Send us a link to your booking page. We recommend Calendly (Click here for our course on setting up Calendly)

2. Get the presentation and invite compliance approved

3. Send Email/Text and Followup Email/Text (templates provided)