Helping the Recently Retired Make the Transition
Jul 17, 2007
/
By Jeri Sedlar and Rick Miners
When clients face a 20- to 30-year retirement window, more than just their finances enter the planning picture. You can play an important and meaningful role in helping them transition to this new phase of life, one that's good for your clients, good for your business, and good for society. Here's what to do.