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You've built your business around retirement planning—but recent research reveals that more and more boomers are simply not interested in retiring. Here's how to talk to aging clients about rethinking their golden years.
Horsesmouth Essential: A growing number of older Americans are choosing to work well into their golden years—but even a part-time job can dramatically affect clients' financial plans. Here's how you can help seniors determine whether employment makes financial sense.
When should your clients apply for benefits, and who's eligible? How does work affect benefits once a client has started collecting? Read on for expert answers to key questions regarding your clients and Social Security.
More than they expect, according to experts at Wharton. Here's why people simply aren't socking enough away—as well as several strategies for protecting your clients from falling short during their golden years.
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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