Level of Complexity: Overview
The When I’m 65 program is a national engagement program exploring how our financial and lifestyle choices today affect the whole of our lives. The program is valuable to financial planners as it focuses on the changing realities of retirement across multiple generations and provides planners with tools and resources to educate clients of various life stages on an array of topics. Topics include financial management, retirement planning, housing, healthcare and lifestyle, flex/phased retirement, resources for women, military families and freelancers. Tools include When I’m 65 documentary, action guides customized for specific age groups, booklets, videos, discussion guide and more.