21 Jan 2016
Articles, Financial Technology Spotlight No Comments
January 21, 2016 Neal Quon

Using RetireUp in Client Meetings, a Financial Technology Spotlight from QuonWarrene

Join Michael Roth, VP at RetireUp, and Neal Quon as they explore a modern approach to retirement distribution planning

The most common question clients ask their advisor is “When can I retire?” Advisors must have a tool that can answer this retirement question and other ‘what if’ scenarios. RetireUp is that tool.

Date:    Tuesday, February 2, 2016

Time:   4:00 PM EDT

Register:   https://attendee.gotowebinar.com/register/2378198942926531329

Don’t miss this opportunity to learn how modern retirement planning can help you enhance your practice. Register today!

RetireUp is unique in that it allows you to model your client’s retirement plan right in front of them clearly, interactively and in real time.  Your clients will understand their current financial situation and be able to easily see how your suggestions will impact their future.RetireUp is a retirement income planning tool focused on the distribution phase of retirement that allows you to

  • Interactively and quickly create a retirement plan with your clients
  • Demonstrate ‘what if’ scenarios
  • Show solutions to shortfalls in real time
  • Model annuities and insurance products
  • Increase your AUM

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Neal Quon

Neal Quon began his career in the financial services industry in 1997 and is a graduate of Texas Tech University with a Bachelor of Sciences degree in Family Financial Planning. Being an independent advisor gives Neal an understanding of the challenges financial advisors face when selecting the tools to best meet the needs of their clients. He helped establish the technology for a Texas-based Registered Investment Advisor as he also built his initial book of business. Neal also bridged many channels in financial services, with a consistent focus on the front office of operations. He has worked for and consulted for many of the the industry’s leading service providers. This includes Albridge Solutions and CashEdge, Inc. Neal also directly coached financial advisors, serving as the Practice Consulting Manager for the Pacific Life group of broker dealers prior to their sale to LPL. In founding QuonWarrene with Blane Warrene, he brought client-facing technology expertise and regularly speaks and advises on practice management issues today.

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