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Helping Clients Address Emotional and Financial Worries
Guest Expert: Dave Buck and Steve Krzywicki Jr., CFP®
Date:
Attendee's Excellent Rating: 88%
Webinar Replay Description

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.

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:

Create a worst case retirement budget so clients know what the actual numbers are if they had to live on this type of budget.
- Jacquelin B.

Each have individual goals and compare with spouse to see what meets and what miss.
- Luanne S.

I liked the idea of a Retirement Worry Analysis to help client thru those issues
- Ellen D.

The idea of having an assessment as something else to draw out client's wants and needs. Ways of working with couples.
- Jake B.
Comments
A few comments from listeners when they were asked what the learned from the webinar:

Create a worst case retirement budget so clients know what the actual numbers are if they had to live on this type of budget.
- Jacquelin B.

Each have individual goals and compare with spouse to see what meets and what miss.
- Luanne S.

I liked the idea of a Retirement Worry Analysis to help client thru those issues
- Ellen D.

The idea of having an assessment as something else to draw out client's wants and needs. Ways of working with couples.
- Jake B.
Helping Clients Address Emotional and Financial Worries 06-11-2024