Mitch Anthony
My Retirementality™ Profile
Tools and Resources: Client Tool
July 2016
Description Log in to mark as a favorite
Couples often have very different expectations about the way their time will be spent in retirement. Identifying these expectation gaps early can be very helpful for couples entering this unique season of life. The "My Retirementality™ Profile" is a simple tool to uncover each persons expectations around time allocated to leisure, connecting with others, renewal, and work.
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).
Related Resources
© 2024 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
