The 3 Secrets of the Happiest Retirees and Redefining Retirement as a “Graduation
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Guest Expert: Eric D. Brotman, CFP®, AEP®, CPWA®, BFG Financial AdvisorsIn 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 clien...
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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.