Nearing her own retirement, she discusses the emotional side of having deep client relationships and impactful client stories. Sheckels also talks about the biggest anticipated and unexpected risks people face when transitioning into retirement, including accounting for inflation, health issues, and more. She shares some best practices advisors can implement to help clients achieve their ideal retirement.
Learn more about Lydia Sheckels and Wescott Financial Advisory Group at Wescott.com
Robinson describes his journey into financial planning and reflects on his involvement with organizations like ACP and NAPFA, imparts wisdom for young advisors, and shares transformative client stories that highlight the value of tailored guidance. From consolidating accounts to alleviate a widow's fears, to addressing the emotional hurdles of transitioning into retirement, Robinson emphasizes how sound planning extends beyond finances to support serenity and contentment.
Learn how Robinson simplifies complex finances, creates reliable income plans, and empowers clients to embrace retirement with confidence and peace of mind. Perfect for financial professionals and anyone planning their next chapter. Learn more about Ken Robinson and Practical Financial Planning at P-F-P.com. |
