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Financial Behavior in Retirement Summit: What are the Best Financial Planners Doing that You’re Not?

November 16, 2009

Click here to see the entire podcast library from our Financial Behavior in Retirement Conference

Hear the latest "Best Practitioners Study" statistics which reveal client support goes beyond investment concerns. Today, financial planners who are the most successful incorporate the core issues that concern clients most:

  • Managing risks of longer lives
  • Health care finances
  • Elder care
  • How a boomer spends his/her time once leaving the workforce

Dennis Gallant
President
GDC Research

Howard Schneider
President
Practical Perspectives

 

Click here to Download Podcast


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