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Helping baby boomers live out their golden years is going to be a challenge. Funding 30-year retirements will take financial planning prowess as you juggle the effects of inflation, distributions, taxes, asset allocation, and expenditures. Are you up to the task?
Horsesmouth Essential: Baby boomers face seven key events in this last stage of life that will color their finances and investments. Help them prepare for these transitions with counseling, planning, and compassion.
Sometimes you have to motivate clients to start saving; other times you have to scare them. With everyone living longer these days, clients need to plan now for the rising costs of retirement—especially health care.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
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