For decades, we've been helping participants find better ways to save for retirement. In recent years, financial wellness has taken center stage, addressing foundational financial issues which can hinder saving for long-term goals. But is financial wellness enough? A successful retirement is more than just financial preparedness, and retiring well is about more than a number. Visualize Retirement evolves the conversation by providing a scalable, differentiated way to help participants create their retirement vision to better understand not just how much to save, but what are they saving for.
CE credits are available for CFA, CFFP, CFP, CTFA, IWI, and PRP.