Checklist: 6 Steps That Let Clients Segue Into Retirement
Jun 13, 2011
/
By Janet Bigham Bernstel, Horsesmouth Senior Editor
It is easy for clients dreaming of retirement to underrate the changes they will face, both financially and emotionally. With careful advance planning, you can help ease them into the big day. Use this simple checklist to build a knowledge base and create a retirement income plan so they will be ready for the next life stage.