23MDRT-30A: Retirement Planning, Beyond the Money

Focus Sessions (English)

We do our best to help our clients prepare financially for retirement, but should we take it a step further to prepare them personally as well? Learn McNeely’s tips for helping your client build a personal retirement readiness plan in addition to their financial plan — and watch them live the retirement they always dreamed of as you strengthen your relationship with them.

Speaker: Juli Y. McNeely