REFRAMING RETIREMENT
Retirement planning isn’t just about money
A fulfilling retirement means more than feeling financially secure. It ‘s about well-being, achieved through a holistic and personal approach. In partnership with Designing 4 Better, we've curated a suite of tools you can use to assist your clients in defining what makes retirement rewarding for them.
Enhance the ROI for retirement
Your clients can flourish in retirement if they first rewire their perception of it – from simply a post-career period of leisure – to one where they pursue their passions and maximize well-being. Help your clients discover the essential elements for a fulfilling retirement.
Step 2: Optimize. Help clients design their dream retirement
Discuss clients’ personal interests, strengths, and views to help them embrace new goals, build valuable social connections and make meaningful contributions in their retirement years.
