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Financial Behavior in Retirement Summit: Can We Talk? Critical Behavioral Conversations With Boomers
Presented by: Deena Katz, CFP®
So much of this past year has been focused on investment expectations, but there's still plenty of other areas that need attention. How can your staff best prepare clients for the necessary discussions with parents, financial support of adult children, and realistic work expectations. Utilizing behavior biases in retirement communications Role playing with your staff to produce better discussions with retirees Gathering wisdom and beginning dialogue around sensitive boomer issues. …
Roth Conversion Center
Advice and insights from industry experts on changes in the rules governing Roth IRAs set to take effect in 2010
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