Description
Today’s investors see retirement as an exciting new stage of life. But research shows that only about a quarter of current retirees say they are living the life they expected. Our latest program can show advisors how to help investors create a well-rounded retirement, one that’s not only focused on financial outcomes but on social needs and long-term purpose as well.
Learning Objectives
• Get insights into how retirement is changing and what investors are seeking in this period of life, including the pursuit of active lifestyles that give them purpose.
• Learn how to use a retirement framework that helps investors discover what goals they have for retirement and create plans to achieve them.