Huntsville Luncheon @ HudsonAlpha
Beyond the Portfolio: The New Standard for Retirement Advice
Financial professionals have mastered the numbers, but clients often remain unprepared for the non-financial side of retirement. They aren’t just asking, “Can I afford to retire?” They are asking, “What will my life look like when I do?”
Join NAIFA Alabama to discover PHASE Into Retirement™. Presented by Cam Marston, this research-informed framework helps advisors address the five critical, non-financial dimensions of retirement readiness: Purpose, Health, Activities, Social Life, and Everyday Life.
