Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor
Georgetown University main building in Washington DC - United States.

Life Health > Running Your Business > Selling

Georgetown Team Posts Retirement Planning Guide

By Allison Bell

X
Your article was successfully shared with the contacts you provided.

An aging support group with ties to Georgetown University has posted a new retirement planning guide.

Jason Fichtner, the head of Retirement Income Institute — which supported the project — said in a comment that the guide can help an advisor’s clients and customers visualize their own retirement journey, and help financial services providers identify products and services that are ripe for innovation.

The 44-page guide includes general retirement planning information, along with general retirement planning questions aimed at all users, and four sets of questions aimed at young workers, mid-career workers, near-retirees and retirees.

The guide also includes flowchart diagrams that users can use to summarize their priorities and decisions, and how their decisions might affect their lives.

AgingWell Hub posted the guide. Business for Impact, a group at the Georgetown business school, started the hub website together with Philips, a manufacturer.

The list of top-level sponsors includes Philips and The Hartford.

AARP and Humana are in the second tier of sponsors.

The Retirement Income Institute is an arm of the Alliance for Lifetime Income, a consumer awareness group formed by annuity issuers.

Georgetown University’s Healy Hall. (Photo: Studio Melange/Shutterstock)

Allison Bell

Think_Allison

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.