A few comments from listeners: I'm at the prime time as an advisor nearing retirement. Helpful to know that it wasn't all perfect for Michael in his transition despite lengthy and thorough planning. - Robert W.
The conversational nature of this session was interesting. Refreshing to not have to digest slides while presenter was talking. - Robert D.
I've always tried to focus on the psychology as much as the numbers when doing retirement planning, so my views were generally aligned with the speakers. - Kevin J.
Attendees Comments:
I'm at the prime time as an advisor nearing retirement. Helpful to know that it wasn't all perfect for Michael in his transition despite lengthy and thorough planning.
- Robert W.
The conversational nature of this session was interesting. Refreshing to not have to digest slides while presenter was talking.
- Robert D.
I've always tried to focus on the psychology as much as the numbers when doing retirement planning, so my views were generally aligned with the speakers.
- Kevin J.