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Programs for Financial Services Firms

As a financial advisor you know that retirement planning and business succession are not just about dollars.  You are uniquely positioned to have a thoughtful dialogue with your clients about the meaning behind the money.  


We are pleased to offer programs that help you connect with your clients in substantive ways that respect the role emotions play

in planning. 

For Financial Services Professionals:


The Psychology of Retirement Planning

Planning for the future isn't always easy, and financial advisors play an essential role in helping clients think about their next chapter.  You don’t need to be a psychologist to help your clients sort through the head and heart aspects of planning for retirement, but you do need to become well acquainted with the emotional side of what clients may be experiencing.


This 45-minute presentation is designed to help financial advisors better understand the psychological issues that can complicate retirement planning. 

Topics covered include:


  • Cognitive and emotional barriers to retirement planning


  • How to raise sensitive topics related to retirement or sale of a business


  • Key issues on the minds of couples facing retirement  


  • How to explore client concerns (while remaining within your comfort zone)

For Your Clients:


Transition Prep Workshop 


This 60-minute workshop is designed for a small group of your clients (although the length and structure can be customized to fit your needs).  It is ideal for a lunch-and-learn program.


Through a mix of questionnaires and discussion, participants can begin to tackle the questions that must be addressed in order to successfully navigate the transition to retirement.

5 Key Take-Away’s from this workshop:


  • Define the key elements of a successful transition

  • Review cognitive and emotional barriers to retirement planning

  • Examine assumptions and expectations about retirement

  • Consider what has been satisfying about work in order to establish compelling options for the future

  • Discover how earlier life events can inform the retirement planning process

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