View our YouTube episodes that dive into the various aspects that go into planning for the non-financial aspects of retirement and longevity planning.
Guests include those who have made the transition and understand the challenges, authors, speakers, agetech software, and financial advisors who are incorporating this type of planning. We interview the experts behind the articles, research, technology, and books on these topics.
We examine the various topics that are important to include in non-financial retirement transition and longevity planning and the reasons why this type of planning is so important to clients and the organizations that support clients planning for their ‘Encore’.
Our goal is to Educate, Inspire, Guide, and Connect organizations that help people plan for retirement by covering the what, why, and how of this type of planning.
Reach out to me, email@example.com, to learn how your firm can implement non-financial retirement transition and longevity planning to benefit your clients and your firm.