What makes for a happy and satisfying retirement? Consider the following:
“The average person estimates they will spend 23.8% of their life in retirement.”
“Only 44% believe they will enjoy retirement because they have invested time understanding the life they want to live.”
“50% of respondents indicate that their job is one of if not the most important source of satisfaction in their life today.”
Source: Retirement Time Analysis
As you help your clients financially prepare for retirement, they are probably not formulating a plan for the life they want to live. People getting close to retirement usually have not invested the time to unlock their post-career lifestyle options. The “7 Keys of Retirement Life” will assist you to dialog with your clients about preparing a lifestyle strategy that aligns with their financial plan. The objectives of this webinar will be to:
- Introduce you to the concept of lifestyle planning and how that applies to your role as a financial professional.
- Define and review the seven keys of retirement.
- Provide practical steps you can take with your clients on each of the seven keys.
Lifestyle planning can be an emotional undertaking. However, supporting clients in to create a retirement life of purpose and contentment, will enable you to provide them with even better financial advice.