Clients approaching retirement often have no idea of the range of choices available to them when they decide to retire or the ramifications that decisions made will have on their retirement future. As a retirement counselor, you play a unique role in providing essential information about and insights into making informed retirement planning decisions.

With mid-market clients, you need to make the most of your time when providing guidance. The more thoroughly you understand the common characteristics and worldview of the generation the client belongs to, as well as basic communication styles and money personalities, the more easily you will be able to identify the counseling approach that will be most effective for a particular client, and therefore more productively use the meeting time to affect positive retirement counseling outcomes.

It is also important to understand the process of guiding clients through planning what they are retiring "to" in addition to helping them make informed decisions about retiring "from" employment before you help them create a retirement income plan. The courses below are designed to help you do just that!