Sponsored by The American College of Financial Services
It can be helpful for advisors working with retirement-minded clients to keep a checklist of all the decisions clients need to make.
This list can be shared with clients online or during face-to-face meetings and may become a living document that tracks the client’s choices and provides valuable insight into the client’s thinking process over time.
The following articles includes a checklist that divides essential retirement questions and tasks into categories which can be helpful for framing discussions about retirement lifestyle.
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