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With Americans living 20 to 25 years beyond 65, a happy retirement isn't a given anymore. Help clients "rewire" their futures for fulfillment by getting at their hidden satisfaction "drivers." Be the advisor who really understands what makes individual clients tick—and you'll be the one that gets the referrals.
Here's some help in deciding which plan fits your needs.
With more than 100 types of private pension plans available, policymakers and researchers are examining reforms and analyzing how best to improve the system. Here's a good primer on the issues being debated.
How will the baby boomers affect pension plans? The demographic swell will change the picture for both workers and employers, says this second article from a Wharton symposium on retirement planning.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025