PFP2304. 5 Years Before and 5 Years After Retirement

The decisions that clients make in the five years before and after retirement can make a difference in their retirement success. It's also the time the clients are most likely to be willing to listen to advice and to make the necessary adjustments to their retirement plan that are needed to retire well.

Learning Objectives:

• Learn about the typical conversations with clients in the five years prior to retirement
• Learn how to monitor and adjust a clients plan as they begin retirement