Uncertainty is the biggest hurdle for women planning for retirement
Women’s workplace, family and financial roles are rapidly evolving. More women are spearheading family decision-making in preparation for retirement, including planning, saving, and investing. At the same time, they’re taking on associated worry and asking for more guidance. They need an advisor to take the time to help them scenario plan so they can be prepared for whatever lies ahead.
Roberta Eckert with the Nationwide Retirement Institute will discuss the challenges that women face as they prepare for retirement. In this presentation, we explore how you can work with female clients and couples to holistically plan for successful retirements on their terms. We’ll cover:
Agenda
The growing opportunity to help your female clients better prepare for retirement.
The different challenges and life scenarios women might face before and during retirement.
How to strengthen your relationship with female clients