Our clients use retirement projections and financial plans to test the waters on a myriad of scenarios. Can they retire earlier than 65? Can they have a second home? Is moving to a luxury senior living facility feasible?
My conference choice this year was to spend 2 days immersed in the retirement software we use, learning advanced features and double-checking past clients’ plans to ensure we’d set the parameters up correctly. Learning more about the behind-the-scenes math, the sources used, and the assumptions applied built even more confidence in the results we rely on.
Here are the pros leading us through the details: Eugene Harris and Glen Cross.
