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Helping Clients Address Emotional and Financial Worries 06-11-2024

Attendees Rating:

Excellent (88%)
Average (12%)
Below Average (0%)

Missy Davis

Thu, 06/13/2024 - 10:26

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.
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Helping Clients Address Emotional and Financial Worries
Presented by Dave Buck and Steve Krzywicki Jr., CFP®
Dave Buck

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. In this webinar, Steve Krzywicki Jr., CFP®, CEO & Wealth Advisor at Beacon Bridge Wealth Partners and David Buck, Certified Professional Retirement Coach, founder of the Infinity Lifestyle Design, discussed how to understand and address the financial and emotional worries client’s experience headed into retirement. Steve and David shared examples and innovative solutions to monetary, medical, and emotional fears your clients have and are probably not telling you.

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.