Georgetown Team Posts Retirement Planning Guide
Advisors could use the questions in the guide to get conversations started with clients.
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)