We’re excited to announce the addition to two new retirement planning tools available to all MQ Partnership levels. The Wheel of Retirement and the Visualize My Retirement can be found in the “Common Situations – Ongoing Clients” section of our MQ Materials Directory under “Retirement Planning.”
It is common for clients to have a vague idea of some of the activities and endeavors they would enjoy in retirement, but most have not had the opportunity to think deeply about this transition. You can provide immense value to your client by offering a structure that will guide their thought process to developing a vision of an ideal retirement that will bring a sense of fulfillment. Look to the newly updated Issue Driven Implementation Guide and Chart for our suggestions on how to best structure these conversations with your client.