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Planning for a secure retirement should include planning for a happy retirement. You can help your clients think about what will give them a sense of purpose after their work years. Here are four key questions to help guide that conversation.
Moving into retirement from a full-time career can be daunting for clients, but you can ease the transition by having a process in place that reliably navigates these waters. Cover these 13 items and clients will be well prepared to sail into their next phase of life.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025