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Retirement Planning

Retirement Planning

Five challenges advisers face in first meetings

Melissa Kidd, Finance professionals, Motem Ltd -
People often seek financial advice as they are approaching retirement. This is often the first time they have ever met a financial adviser, so...
Retirement Planning

Retirement Planning Services: Securing Your Financial Future

Michelle Connell, President/Owner, Portia Capital Management, LLC -
Planning for retirement is one of the most important financial decisions individuals will make in their lifetime. While it may seem far away for...
Retirement Planning

Turning Pension Tax Into Opportunity: How SEIS and EIS Can Help

Olivia Drinnan, Director, Advisor Fundraising, Haatch -
For decades, pensions have been the backbone of retirement planning. Safe, tax-friendly and reliable, they even offered a neat inheritance perk: money left untouched...
Retirement Planning

What to do when you suspect your client has cognitive impairment

Quinn Kennedy, Director of Aging Research, NeuroFit -
Financial advisors are well versed on the statistics regarding prevalence of dementia among older adults, how cognitive impairment increases the risk for wealth loss...
Retirement Planning

Assisting Clients with the Challenges of Solo Aging

Sara Zeff Geber, Leading U.S. Expert in Solo Aging, Skyridge Cgi -
Did you know that almost twenty percent of baby boomer women don’t have children? This is nearly twice the rate of childlessness seen in...

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