Retirement Intelligence is a new framework that goes beyond the dollars and cents of traditional retirement planning to assess and measure personal retirement-readiness. The core value is that people have never been asked to organize all their thoughts and feelings about themselves, their personality, habits, and preferences into a single document and then asked how those factors will impact their retirement.
02.16.2023 - Retirement
Disrupting Retirement Planning With Retirement Intelligence or RQ
Presented by Robert Laura, CRPC,