Guide to Retirement Planning - excerpt
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Guide to Retirement Planning - excerpt

1 year ago · 535.3 KB Download

Your retirement planning process can resonate with clients if you can integrate the workings of the financial world with their personal behavioral traits. As a trusted advisor you can help the client to filter out all the noise and create a plan of the client’s vision of their expectations and dreams for retirement. The art of integrating the human element with the science of the numbers makes getting a retirement plan a worthy endeavor. This excerpt will provide a short introduction to both the science and art of retirement planning as well as providing a checklist of key retirement decision dates.

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James A. Shambo, CPA, retired

Mr. Shambo served on the executive committee of the AICPA Personal Financial Planning Division, served on the Colorado Specialization Over-sight Board, which created the Personal Financial Specialist (PFS) designation, and served on several AICPA PFS related committees. He has been a regular speaker and author on financial planning topics. Jim was awarded the 2008 Financial Frontiers Award for Techniques in Financial Planning, the Distinguished Service Award from the AICPA PFP Division and special recognition in 2011 for his years of outstanding contributions to the PFS Credential.

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