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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.
The right retirement plan helps ensure that a client won't outlive his money—but in some cases, that's no simple task. Here are key variables to consider when devising clients' plans, along with a briefing on some tools that promise to make the process easier.
Market volatility isn't the only factor likely to affect clients' financial security during their golden years. Help them evaluate the risks up front—so that they can minimize the impact once they've retired.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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