Financial advisors have the opportunity to add value to their clients' retirement planning by booking me to present a 2-hour workshop featuring my 9-step approach, focused on non-financial elements of retirement planning.
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Titled ‘Discover Life Beyond Your Career’, the workshop provides a framework for clients’ thinking and planning.

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This 9-step approach enables clients to move forward feeling more confident, more energised and ultimately, more fulfilled.

 

Be assured, I leave the financial planning to the financial advisors!

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Recognising that retirement (or having the option to retire) is a significant career and life stage, I focus on how clients can plan for navigating the changes involved and identifying their vision for how they want their life to be in the years ahead.

 

Add value to retirement planning that enables your clients to thrive in the years ahead.