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Guest Expert: Dave Buck and Steve Krzywicki Jr., CFP®While financial insecurity is a big concern for those headed into retirement, it is not the only thing they worry about for their post-career life. In this webinar, Steve Krzywicki Jr., CFP®, CEO &...
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A few comments from listeners when they were asked what the learned from the webinar:
Create a worst case retirement budget so clients know what the actual numbers are if they had to live on this type of budget.
- Jacquelin B.
Each have individual goals and compare with spouse to see what meets and what miss.
- Luanne S.
I liked the idea of a Retirement Worry Analysis to help client thru those issues
- Ellen D.
The idea of having an assessment as something else to draw out client's wants and needs. Ways of working with couples.
- Jake B.
Create a worst case retirement budget so clients know what the actual numbers are if they had to live on this type of budget.
- Jacquelin B.
Each have individual goals and compare with spouse to see what meets and what miss.
- Luanne S.
I liked the idea of a Retirement Worry Analysis to help client thru those issues
- Ellen D.
The idea of having an assessment as something else to draw out client's wants and needs. Ways of working with couples.
- Jake B.
Create a worst case retirement budget so clients know what the actual numbers are if they had to live on this type of budget.
- Jacquelin B.
Each have individual goals and compare with spouse to see what meets and what miss.
- Luanne S.
I liked the idea of a Retirement Worry Analysis to help client thru those issues
- Ellen D.
The idea of having an assessment as something else to draw out client's wants and needs. Ways of working with couples.
- Jake B.