The purpose of retirement planning is to achieve not just financial well-being, but also retirement well-being in general. It is, therefore, important to understand where retirement fits within the broader human life span.

To put it another way, as a retirement counselor, you are most effective if you know where your clients have come from and where they want to go in order to achieve their definition of retirement well-being. It is important for you to understand the relationship of retirement to economic, work and life-course issues, as well as basic communication, money personality and generational worldview perspectives so your meetings can be as productive as possible.

Investing in the resources available through the links below will not only help you substantially improve your face-to-face and phone meetings, but increase client confidence and trust in, and appreciation for you as their retirement counselor.

Our goal is to help you be the best retirement counselor you can be. Check back often for new resources that help you do just that!