7 Keys of Retirement Life 01/25/2023
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7 Keys of Retirement Life
Presented by Dave Buck, Infinity LifeStyle Designs
In this webinar, Dave Buck, a Certified Professional Retirement Coach, walked us through the “7 Keys of Retirement Life” that will assist you to dialog with your clients about preparing a lifestyle strategy that aligns with their financial plan.
Attendees Comments:
A few comments from listeners when they were asked what the learned from the webinar:
Glad to learn that there is such a thing as a retirement coach and his fees are reasonable. Another tool in the tool box.
- Cynthia H.
Retirement planning requires much more thought than I anticipated- e.g. budgeting, managing extra free time, feelings about leaving your job, & establishing a daily routine.
- Stephen F.
Very detailed advice on interviewing skills to use that will get the client to determine their retirement goals
- Monica B
Incorporate the 7 keys to retirement in planning discussions, encourage clients to write down an end date.
- Jacqueline B.
Asking the client if you lost your carrier today, what would you do with your time? and are you financially prepared?
- Maria Z.
Best to take a holistic approach to retirement planning- including non-financial aspects also.
- Ray D.
Glad to learn that there is such a thing as a retirement coach and his fees are reasonable. Another tool in the tool box.
- Cynthia H.
Retirement planning requires much more thought than I anticipated- e.g. budgeting, managing extra free time, feelings about leaving your job, & establishing a daily routine.
- Stephen F.
Very detailed advice on interviewing skills to use that will get the client to determine their retirement goals
- Monica B
Incorporate the 7 keys to retirement in planning discussions, encourage clients to write down an end date.
- Jacqueline B.
Asking the client if you lost your carrier today, what would you do with your time? and are you financially prepared?
- Maria Z.
Best to take a holistic approach to retirement planning- including non-financial aspects also.
- Ray D.
Glad to learn that there is such a thing as a retirement coach and his fees are reasonable. Another tool in the tool box.
- Cynthia H.
Retirement planning requires much more thought than I anticipated- e.g. budgeting, managing extra free time, feelings about leaving your job, & establishing a daily routine.
- Stephen F.
Very detailed advice on interviewing skills to use that will get the client to determine their retirement goals
- Monica B
Incorporate the 7 keys to retirement in planning discussions, encourage clients to write down an end date.
- Jacqueline B.
Asking the client if you lost your carrier today, what would you do with your time? and are you financially prepared?
- Maria Z.
Best to take a holistic approach to retirement planning- including non-financial aspects also.
- Ray D.