Retirement Lifestyle Planning
77% of those planning to retire wish “there were more resources available to help them plan for an ideal retirement beyond just their finances.”
Retirement Lifestyle planning is as important as financial planning. This program presents a great opportunity for you to enhance your service offering with clients.
By 2030, all boomers will be 65+, the wealthiest demographic.
Retirement Coaches Susan and Marianne have already walked down the retirement path and understand the hurdles retirees or pre-retirees face (which they may not even be aware of).
With no plan, it is not uncommon for people to struggle with their mental well-being, relationships, illnesses, sense of purpose, feelings towards aging.
In this webinar, you will learn:
Why a Lifestyle Plan is as important as a Financial Plan for Retirement
Why so many people struggle adjusting to their new life
How to use this significant, emerging need to build your advisory practice
This is important for your clients to know. Also, you may be wondering about your own retirement lifestyle plan.
*If you are a Sun Life advisor, you may not be able to access this form. Email firstname.lastname@example.org to sign up.
The Personal Coach hosts with guests from Next Chapter Lifestyle Advisors.