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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

Workbook 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.

Workbook Sample