Visualize retirement

Help your clients make their vision a reality

Tools and resources to help you address an unmet need of preretirees—preparing for the nonfinancial aspects of retirement.

Visualize the nonfinancial side of retirement

Retiring well is about more than just a number. And while it’s important to make sure your clients are financially prepared, many preretirees have a retirement planning need that goes largely unaddressed—the lifestyle and emotional changes that retirement brings.

Nonfinancial side of retirement statistics

Complement your financial offer with Visualize Retirement

Visualize Retirement helps preretirees prepare for the nonfinancial aspects of retirement, focusing on the key drivers of retirement happiness and success—lifestyle, health care, and meaning. It starts with helping your clients explore and define their retirement vision through the five "W's."

And then uses the retirement vision as an input to help connect their vision to actionable next steps and the financial decisions needed to support that vision.

Use these resources to learn more about the 5 W's and how you can incorporate them into the work you're already doing with clients.

Presentation

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Program Guide

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Put it into practice

Our Visualize Retirement materials are designed to go beyond the usual retirement clichés to get preretirees thinking about how their day-to-day lives, relationships, and health could look during retirement. Use these resources with your clients to help them make their retirement vision a reality.

Preretiree Workshop