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For retirement-age clients who've never done any real planning for this life stage, you can still salvage their financial future from disaster.
Older clients require more of your time and more follow-up conversations. But treat them right and you'll be rewarded with greater loyalty and higher-quality referrals.
Often clients come to your office hoping that their minimal savings and small 401(k) will be enough to fund their blue-sky retirement plans. It can be a tough conversation for both you and your client, but you can turn it into a positive discussion by offering some post-retirement job assistance and resources. Here's how to get started.
As clients retire, you may find yourself having to evaluate new job opportunities and business start-ups. Be prepared for your role as career counselor with this list of questions and resources that can help clients map out their post-retirement strategy.
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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