Reboot, Rewire or Retire: Personal Experiences With Phased Retirement and Managing a ‘Life Portfolio’
Apr 12, 2019
This 78-year-old former actuary and retirement consultant shares her personal insights on the four key areas for success in retirement. Be prepared to help clients make more than just the financial transition.
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Horsesmouth, LLC. All Rights Reserved.