Communicating Retirement Concepts in a Changed Consumer Environment
A discussion on how to talk with clients about significant changes that have affected retirement opportunities and how current planning approaches may need to be altered.
Communicating Retirement Concepts In a Changed Consumer Environment
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April 13, 2021
In this webcast, Steve Parrish, Co-Director of The American College Center for Retirement Income, Dana Anspach, CEO of Sensible Money, LLC, and Sri Reddy, Senior Vice President of Retirement and Income Solutions at Principal Financial Group, discuss how to talk with clients about significant changes that have affected retirement opportunities and how current planning approaches may need to be altered, as well as what advisors can do best summarize and present new strategies to them.
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