Weaving the Behavioral Side of Retirement Planning with the Technical Aspects

Many of the conference’s sessions are designed to give you technical information to assist you in guiding clients to financial success. This session will add to that information but put it in context with the emotional aspects of retirement and aging. Your clients are monetarily able to retire but are they mentally prepared to retire? This session will cover:
• The psychological impact of the core areas of retirement planning
• Beginning retirement planning with clients well in advance of actual retirement age; the retirement years could last as long as the working years
• You have dealt with couples who have different savings and spending goals; how do you deal with couples who have different retirement goals?
• Helping your clients sort through careers after retirement or in “retirement”