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. Join Steve Krzywicki Jr., CFP®, CEO & Wealth Advisor at Beacon Bridge Wealth Partners and David Buck, Certified Professional Retirement Coach, founder of the Infinity Lifestyle Design, as they discuss how to understand and address the financial and emotional worries client’s experience headed into retirement. Steve and David will share examples and innovative solutions to monetary, medical, and emotional fears your clients have and are probably not telling you.
To gain a personal perspective, you’ll also have the opportunity to take the Retirement Worry Analysis (RWA) allowing a better understanding of the broad range of concerns individuals and couples have as retirement approaches.