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Studies say women facing retirement have smaller defined-contribution plan balances and meet with advisors less frequently.
Horsesmouth Essential: Clients say they are worried about retirement, but what really concern them are health care expenses during retirement. Health care is expensive, and the ongoing national debate fuels everyone's uncertainty. Now it is more important than ever to include health care costs in your retirement plans. Here are some tools, resources, statistics, and facts to help you budget for and talk to clients about their future health care needs.
Is it time for an educational seminar aimed at women clients and prospects? Perhaps. A study finds that an 'alarming' percentage of women don't have a grasp 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