Beyond Money: The Rest of Retirement

Michael Sosnowski, CFP, ChFC, CLU, RICP, CSF, Director, Transamerica Advanced Markets

September 29, 2020

Retirement planning for many financial professionals today consists of helping clients first build a sufficient nest egg and then formulating a plan to provide for a comfortable retirement. However, financial professionals have told us that clients don’t just want to talk about saving, investing, and income; they want to talk about the challenges they will be navigating and experiencing in retirement. Many clients need help with more than just money. They would like to be educated, informed, and connected to the information they need on issues like Social Security, health care, estate planning, and aging. This presentation provides an overview of some of the most common issues your clients will encounter in retirement, along with resources to make your job easier as you help your clients work toward a wealthier and healthier future.

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