Helping Clients Rewire Their Retirement Planning

PRESENTER: Jamie P. Hopkins Director of Retirement Research Carson Group	MODERATOR: Susan Lipp Editor in Chief Trust & Estates

Clients who are retirees rely on the kind of financial knowledge that worked for them when saving for retirement. Once they enter the retirement phase and find that the need to spend is more important than the need to save, they find that many of those practical concepts don’t apply anymore.

Investing for growth and investing for a secure retirement are very different concepts. For clients to retire successfully, they need to “rewire” or change the way thing they about finances and retirement. The presenter will discuss a 10-step process to help your client make the right financial decisions.