Visualize Retirement: Make Your Vision a Reality

All too often, retirement planning success is measured purely by financial metrics. So, while 77% of retirees said they have enough money to live comfortably, only 43% gave thought to their emotional health in retirement. How can pre-retirees know how much money they’re going to need if they don’t know what they’re saving for? This presentation walks pre-retirees through a three-step process to: (1) create their retirement vision, (2) build a personalized action plan to bring clarity to their vision, and (3) assess their retirement spending needs to help them work toward making their vision a reality.