Money and Success

The New Retirement

Robert Margetic

The New Retirement – The Holistic Retirement

The holistic retirement is not some new age touchy feely thing. It approaches retirement in its totality. Retirement is about more than money. Your retirement plan must have sub-plans to map out what your personally want to do with your time; your legacy; those you want to spend your retirement with, your health and well being along with the financial management to make it all happen. Professor Tacchino from the American will talk how the college prepares new financial advisors into helping clients with all of their retirement needs and will share information on how you can improve your knowledge level. Jack Tatar author of Safe4Retirement will add emphasis to the non-financial components of your retirement plan. Don’t create a partial plan when you need to consider the entirety.