Although some people still choose to have a traditional retirement, many others choose financial independence as a way of changing their life so it better suits what they want from life at that time. Whether that happens in mid-life or later in life, the conversations with clients are rich in design and complexity. Join two experienced financial life planners as they share stories about how they counsel clients as they contemplate Life 2.0.
Learning outcomes:
Recognize how retirement has evolved and how to practically plan for it.
Determine what tools can help clients think about their overall financial life including goals, interests, estate strategies, cash flow management and other relevant factors.
Identify practical considerations for taping retirement plans, taxable accounts, and other types of assets.
Determine what can go wrong and how we can help manage those situations.
Identify who is on the journey with your clients. Kids? Parents?
Recognize how the spirit of giving enters the equation.