Learning Center

In Real Life: A Client Retirement Planning Meeting

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Watch a financial planning client meeting in action! Sabrina Lowell, CFP® provides a unique opportunity as she shares how she navigates a retirement planning meeting. She'll be joined by her associate planner and will show you what a meeting actually looks like from start to finish.

  • Describe the personal financial planning process as defined by the Financial Planning Practice Standards
  • Demonstrate how a planner can develop a relationship of honesty and trust in client interaction
  • Identify and evaluate the assumptions used in analyzing retirement needs

Sabrina Lowell, CFP®, CPCC®

Sabrina is a Certified Financial Planner™ (CFP®) professional and a Certified Professional Co-Active Coach® (CPCC).

Sabrina was named as a 2020 SF Business Times Women To Watch, and Ten to Watch in 2019 by WealthManagement.com as one of the innovators and influencers set to change the industry. In 2018 Sabrina was included in the Investment News 20 Women to Watch List identifying women who possess leadership skills and the ability to effect change in the industry.

Sabrina is an active volunteer cultivating the next generation of talent and development of women. Sabrina currently sits on the CFP Board Women’s Initiative (WIN) Council aimed at the development of initiatives to increase the number of women entering the financial planning profession and the number of women CFP® professionals. Sabrina serves as a mentor for the FPA and XYPN Residency Programs designed to engage, inspire, and empower new CFP® professionals through experiential learning to be confident in their ability to crate meaningful relationships with their clients.

Locally, Sabrina is a 2018-2019 Leadership of San Francisco participant, a past board member of The Junior League of San Francisco, and previously chaired the Admissions Committee and Standards Committee for The Olympic Club.

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In Real Life: A Client Retirement Planning Meeting
Open to view video.
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Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available