02.16.2023 - Retirement
Disrupting Retirement Planning With Retirement Intelligence or RQ
Presented by Robert Laura, CRPC,
Retirement Intelligence is a new framework that goes beyond the dollars and cents of traditional retirement planning to assess and measure personal retirement-readiness. The core value is that people have never been asked to organize all their thoughts and feelings about themselves, their personality, habits, and preferences into a single document and then asked how those factors will impact their retirement.
Attendees Comments:
A few comments from listeners:
Enjoyed presentation, personally interested in taking assessment to help me navigate future retirement.
- Marian J.
Glad to see someone who thinks the social work side of planning is just as important as he numbers! That's always how I've approached it over the last 38 years! Great presentation and idea!
- Ronnie B.
Presentation was excellent!
- Kathleen K.
It gave me questions to ask planning clients to help build the relationship. I found this webinar to be thought provoking. Thanks.
- Carroll B.
Interesting and unique concept - more relevant than the attention it gets
- James M.
I liked the idea of his retirement quotient. I am going to pass on to our financial planning department and let them decide if they want to pursue it with him.
- Jenny B.
"I like the retirement quotient formula. It’s a good reminder that all those inputs are important. Good Speaker.
"
- Russell V.
Enjoyed presentation, personally interested in taking assessment to help me navigate future retirement.
- Marian J.
Glad to see someone who thinks the social work side of planning is just as important as he numbers! That's always how I've approached it over the last 38 years! Great presentation and idea!
- Ronnie B.
Presentation was excellent!
- Kathleen K.
It gave me questions to ask planning clients to help build the relationship. I found this webinar to be thought provoking. Thanks.
- Carroll B.
Interesting and unique concept - more relevant than the attention it gets
- James M.
I liked the idea of his retirement quotient. I am going to pass on to our financial planning department and let them decide if they want to pursue it with him.
- Jenny B.
"I like the retirement quotient formula. It’s a good reminder that all those inputs are important. Good Speaker.
"
- Russell V.
Enjoyed presentation, personally interested in taking assessment to help me navigate future retirement.
- Marian J.
Glad to see someone who thinks the social work side of planning is just as important as he numbers! That's always how I've approached it over the last 38 years! Great presentation and idea!
- Ronnie B.
Presentation was excellent!
- Kathleen K.
It gave me questions to ask planning clients to help build the relationship. I found this webinar to be thought provoking. Thanks.
- Carroll B.
Interesting and unique concept - more relevant than the attention it gets
- James M.
I liked the idea of his retirement quotient. I am going to pass on to our financial planning department and let them decide if they want to pursue it with him.
- Jenny B.
"I like the retirement quotient formula. It’s a good reminder that all those inputs are important. Good Speaker.
"
- Russell V.