| Masterclass 3: Retirement GPS Part 2 – Monitoring and Managing Plans

We continued our GPS portion of the class. Jason covers how he monitors and manages clients plans as well as what sorts of adjustments a plan might call for. 


 
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Masterclass Key Slides

| Why Probability of Success Doesn't Help Retirees

Probability of Success doesn't help retirees reach their goals - it drives them toward underspending, and feeling bad while they do it.
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| Masterclass Client-Facing Social Assets


Breaking things down into steps or tasks has been psychologically proven to help people complete tasks or feel confident to get started because the steps are small and manageable. We've put together a carosel of images showing the breakdown of the Retirement Income Planning Process to share on social media. 

(Simply right click on the image to save as to your computer.)

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