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Labor Day found many Americans alienated from the workforce. Wharton experts share their opinions about what can be done to get the American labor force back into a state that's worth celebrating.
Sometimes retirement is forced upon clients—an anxiety-producing development for people who aren't quite financially prepared. Help them by reviewing sources of income like Social Security and unemployment benefits that are available to them now, as well as by offering some career resources that are tailor-made for older workers.
Women are more anxious than men about retirement, and the usual retirement planning techniques fall short in helping them overcome their fears. Close the confidence gap with these five women-oriented communication strategies designed to alleviate her concerns and get her working with you on an achievable retirement plan.
What would they have done without him? This is the true story of how a fast-thinking, knowledgeable advisor went to extraordinary lengths to obtain Social Security benefits for a widow and her three children. We all talk about world-class client service, but this advisor truly provided it.
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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