How to Assess Retirement Readiness for Your Clients 2021 | Investments & Wealth Institute | 18 November 2021 | Webinar Event

Our Exceptional Advisor® Webinar Series is designed to drive discussion and dialogue surrounding current events, providing you with insider perspective and actionable strategies you can put into practice. Through this series, we invite those unfamiliar and new to Investments & Wealth Institute® to experience the unique value and premier quality of our education and we look forward to introducing you to the experts in our professional community.

Many of the tools advisors use focus on the accumulation phase of wealth building. Common topics include what to invest in, how much to save, and how to maximize returns. When your clients get ready to retire, their needs shift, and the conversation and assessment methods used also need to adjust to meet these changing needs. Retirement is a different game, and if you're using accumulation rules, you are likely to lose this game. In this conversation, we'll talk about what clients are looking for, how you can assess their retirement-readiness, and why a new set of tools are needed to win at the decumulation game.

2021 Speaker

Dana Anspach, CFP®, RMA®
Founder and Chief Executive Officer, Sensible Money, LLC