PFP2403. The Retirement Red Zone - Critical Decisions to Make in the Years Before and After Retirement

The decisions clients make in the years before and after retirement can impact whether they have a “successful” retirement. Success can be defined in many ways. Understanding how your clients define success, the planning issues to achieve success, and the monitoring to maintain success are all areas where we can help provide guidance. This session will empower you to guide your clients. Helping them anticipate the psychological aspects of retirement and find new purpose will also be an area of discussion.

Learning Objectives:

• Identify technical and planning issues affecting clients' preparation for retirement.
• Determine financial monitoring activities to keep clients on track post-retirement.
• Identify strategies for addressing the psychological aspects of retirement.
• Recognize clients' definition of success in retirement.