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.
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 them explore and define their retirement vision through the five "W's."
And then uses the retirement vision as an input—along with details about their retirement income and planning preferences—to help connect their vision to actionable next steps and the financial decisions needed to support that vision.
The program provides:
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, and working toward making their vision a reality.
A presentation that walks preretirees through a three-step process to help make their retirement vision a reality.
Can be completed during the workshop or at home, either independently or with a spouse/partner to compare and contrast responses.
A checklist that walks preretirees through age-triggered action steps and keeps them on the path toward realizing their vision for retirement.
Some of the materials for preretirees will be available with a co-branded option. Contact us to learn more.
Brief articles designed to demystify the nonfinancial side of retirement.
RIA & Regional Bank
*Source: Retiree Insights 2018 Survey of Consumers Ages 50-59, Greenwald & Associates/The Diversified Services.