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Couples planning turns conventional wisdom on its head in some cases. Here are the lifestyle and financial questions you must consider to come up with a viable retirement strategy for your married clients.
Advisors are used to promoting investment strategies that build wealth for the future. However, with 80 million retirees on the horizon, distribution is poised to become a much more in-demand service. Here's what you need to know to add a specialized income-planning component to your business.
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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