Your Retirement Request: Beyond The Financials
A third of the workforce is over age 50, and 10,000 baby boomers are retiring every day. Many are facing their remaining work years and transition into retirement with increasing anxiety. This is not ideal for either prospective retirees or their employers, who need their most experienced employees to be undistracted and fully engaged at work.
Less than 10% of prospective retirees have developed a plan for the future. Few have paid attention to anything other than financial aspects; yet, financial security is but one of the key elements of a successful retirement. Most people spend more time planning a two-week vacation than they do panning what should be the best years of their lives; years they have worked so hard to earn.
During the presentation, Alan Spector will cover:
- Most people are excited yet a bit (many more than a bit) anxious about retirement and typically unaware of the challenges they may face and opportunities they can create in their new future. Most who plan focus solely on their finances—important, but only one of the key elements of a fulfilling retirement. Being mindful about developing and practicing a holistic and written retirement life plan greatly increases the odds of having the future you deserve…and doing so can improve your financial plan.
Alan Spector retired from a 30-plus year career at Proctor & Gamble, the world’s largest consumer products company. Alan has extensive professional and personal experience with the key elements of a fulfilling retirement. Alan is a founding partner of LifeScape Solutions, which enables prospective and current retirees to gain clarity, confidence, and commitment in their futures. Alan is excited to partner with companies to fully engage their most experienced employees and enable those employees to plan for and realize a fulfilling retirement. Alan is co-author of the book “Your Retirement Quest: 10 Secrets For Creating And Living A Fulfilling Retirement” with Keith Lawrence, a founding partner of LifeScape Solutions.
CEPAs receive 1 CE credit
CPAs receive a certificate for 1 CPE credit