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Plenty of attention has been given to the accumulation phase of retirement planning, often to the neglect of the distribution phase. In a recent conference, Wharton experts looked at the current state of this overlooked stage and discussed the strategies that will best serve clients.
Horsesmouth Essential: Discussing nonfinancial issues with clients approaching retirement shows you understand the big picture. That enhances your credibility, deepens clients’ trust, and strengthens their loyalty. Use these questions to guide your conversations.
Horsesmouth Essential: Retirement planning takes on added urgency in the period just before clients stop working. Help your clients get realistic about their golden years by looking at the major factors: health, housing, expenses, income, and hobbies.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025