Description
Today’s investors want more from retirement. They see this time as an opportunity to reinvent themselves for a new stage of life — not just a milestone to mark. Our latest research can help advisors understand what modern retirees are seeking from retirement and how advisors can innovate their retirement playbook to serve these investor needs.
Learning Objectives
• Understand the pre-retiree and retiree mindset, attitudes and values that impact a shift in the way advisors need to engage and communicate with them to instill trust and confidence
• Tips on creating a retirement playbook that helps investors discover what’s important to them in retirement and how to help them achieve those goals