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There are three kinds of pre-retirees: those in denial, those who want to focus on a financial goal, and those looking for life planning guidance. Tailor your pitch to each target market, back it up with some formulas and resources, and you'll find yourself working in a niche that is guaranteed to keep growing.
The most valuable type of financial advisor is the preemptive one who plans for unexpected financial costs and factors them into retirement planning scenarios.
Some facts, dangers, and strategies to share with clients and prospects while leading them toward the best retirement planning.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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May 19–20, 2025