12.06.2023 - Happy Retirees
The 3 Secrets of the Happiest Retirees and Redefining Retirement as a “Graduation
Presented by Eric D. Brotman, CFP®, AEP®, CPWA®, BFG Financial Advisors
In its traditional sense, retirement means the end of something we’ve spent our lives working towards. It’s time to redefine it. In this session, Eric Brotman, CFP®, shared how clients can transform retirement from a retreat into a graduation, beginning an exciting new chapter of our lives that is worth celebrating. Plus, he revealed the three secrets of the happiest retirees so clients can start preparing for their own "graduation" into a successful and enjoyable retirement.
Attendees Comments:
When attendees were asked what they learned, they responded:
Don't know that it is a "new" idea, but I love presenting retirement as a "graduation" instead of as an ending.
- Jerrilyn M.
Prepare for your future life : volunteer now do something that you like, be with grandchildren to have a complete life, enjoy what you do be satisfied and have a continuation plan.
- Mira M.
The session was rich in ideas. I need to think outside my box.
- Mark Z.
The "homework" looks interesting - I've done similar types of things, but never in this form. Will definitely work on it. Great seminar, very interesting and thought provoking!
- Frank M.
Very useful, informative, and enjoyable topic. A key factor in having a happy retirement is to minimize financial worries. A key element to minimize financial worries is to control spending, which requires upfront planning during the accumulation phase.
- Steven S.
Don't know that it is a "new" idea, but I love presenting retirement as a "graduation" instead of as an ending.
- Jerrilyn M.
Prepare for your future life : volunteer now do something that you like, be with grandchildren to have a complete life, enjoy what you do be satisfied and have a continuation plan.
- Mira M.
The session was rich in ideas. I need to think outside my box.
- Mark Z.
The "homework" looks interesting - I've done similar types of things, but never in this form. Will definitely work on it. Great seminar, very interesting and thought provoking!
- Frank M.
Very useful, informative, and enjoyable topic. A key factor in having a happy retirement is to minimize financial worries. A key element to minimize financial worries is to control spending, which requires upfront planning during the accumulation phase.
- Steven S.
Don't know that it is a "new" idea, but I love presenting retirement as a "graduation" instead of as an ending.
- Jerrilyn M.
Prepare for your future life : volunteer now do something that you like, be with grandchildren to have a complete life, enjoy what you do be satisfied and have a continuation plan.
- Mira M.
The session was rich in ideas. I need to think outside my box.
- Mark Z.
The "homework" looks interesting - I've done similar types of things, but never in this form. Will definitely work on it. Great seminar, very interesting and thought provoking!
- Frank M.
Very useful, informative, and enjoyable topic. A key factor in having a happy retirement is to minimize financial worries. A key element to minimize financial worries is to control spending, which requires upfront planning during the accumulation phase.
- Steven S.