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Mitch Anthony teaches four factors in “The New Retirementality Conversation.” Mitch shares key questions for each factor, along with research about retirement trends. Discover new ways to help your clients understand the retirement reality that, “There needs to be enough purpose to wake up in the morning and enough money to sleep at night.”
About the Speaker
Mitch Anthony
Advisor Insights, Inc.Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.) Mitch is recognized around the globe for his pioneering work in life-centered planning and is a consistently top-rated presenter. He has also been named one of the financial services industry’s top “Movers & Shakers.” Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, The New Retirementality, and Life-Centered Financial Planning (2020).
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