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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.


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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A CFP ID number will be required in order to receive CE credit for this webinar.