Do-it-Yourself Life Goal Planning
Life Goal Planning as a Value Added Service
The following video provides a brief overview of Life Goal Planning and the benefits of this value-added service for financial planners. This is followed by a sample of the Do-it-Yourself video and the workbook.
Workshop Video Sample
The Perfect Retirement Workbook is an excellent resource to use alongside the e-learning modules, or as a stand alone tool. The workbook is full of resources, including the experiences and advice from the 2400 retirees in our survey. You can sample the Introduction and Chapter 1, below.