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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.
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.
Most of your clients probably fantasize about living to a ripe old age—but not all of them are actually socking away enough money to sustain themselves into their 90s. Do you need to revisit clients' retirement plans?
For retirement-age clients who've never done any real planning for this life stage, you can still salvage their financial future from disaster.
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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