Next Chapter Retirement Center Practical insights and advisor success stories about how to help you and your clients create better retirement outcomes. Resources Alliance for Lifetime Income Jon Rosborough, Advisor Program Director jon@alincome.org 520-904-3594 Lincoln Financial Group Sarah Boxler, Sr. Consultant, Corporate Comms sarah.boxler@lfg.com NextChapter Steve Gresham, Managing Principal steve@theexecutionproject.com 203-623-2265 Create Your Own Bucket-List Campaign for Clients Changing Gears From Saving To Spending in Retirement Estate Planning for Retirees: Addressing the Needs of Mature Individuals for a Comfortable Retirement Integrating Home Equity into Retirement Planning Social Security Was Not Created as a Retirement Safety Net Protecting Your Financial Plan From Family Members With Good Intentions Using Annuities To Offer Protection When Markets Go Down The Biggest Risk to a Well-Designed Financial Plan in Your Later Years Could Be Your Children Maintaining Financial Security While Adjusting Your Retirement Goals Ready, Set, Retire: Key Steps for Securing Your Financial Future The Surprising Link Between Taylor Swift and Retirement Planning What It Means to Have a Bigger, Bolder Retirement What People Think About Life After Work and the Planning Behind it How to UPGRADE Your Retirement Strategy Growing A Successful Practice in the New Retirement Era Need-to-Know Items for a Retirement Checklist The Two Checks You Need in Retirement How the Best Advisors are Getting Better How To Decide Whether To Make a Big Purchase in Retirement The Importance of Protected Income for Your Next Chapter Annuities Again Merit Attention What Path Will You Take in Retirement? Having a Written Retirement Plan Gives You SWAN Vanguard Study Reveals Optimism in Gen Z Retirement Trends Do You Want To Save More for Retirement This Year? Here’s How Advisors: People Like Mary and Ed Need Your Help Retirement Planning Definitely on Clients’ Minds Sue and Ben Have Perfectly Planned for Retirement ... Or Have They? Lean on a Bond Giant for Retirement Planning Solutions Just Plan That the Plan Will Fail Advisors, Pay Attention to These Retirement Disruptors Pick up the Phone: It’s Older (And Wiser) You Calling BlackRock Backs Advisors with Robust Retirement Suite Golden Retirement Planning Ideas, Insights with GSAM Nearly 1 in 3 Americans Say Their Financial Situation Worsened Over the Last Year Women, Retirement Planning Potent Combination for Advisors Your Retirement Needs an Eco-System We Just Flunked the Retirement Test Your Retirement’s Been Cancelled but There’s a Bus Leaving Tomorrow Need-to-Know Retirement Laws for Advisors, Clients What Are You Afraid Of? Out With the Old Bull, in With a New Bull Retirement on the Eve of Destruction Good News for Advisors: Clients Take Retirement Planning Seriously The Client Is Not Always Right How Advisors Can Better Serve Female Retirees Trending Don’t Miss Out on the AI Boom, but Avoid the Frenzy The Voice of the Financial Advisor Are Cryptocurrencies Securities? 8 Top Capabilities of Most Successful Business Owners Roth Contributions and Conversions: Why This Strategy Is Not Always the Best Choice for You Demand for Financial Advice up 20% In Year. What’s Driving the Surge? Create Your Own Bucket-List Campaign for Clients How Sustainable Is Equity Market Performance?
Estate Planning for Retirees: Addressing the Needs of Mature Individuals for a Comfortable Retirement