Focus Session: Retirement

Monday, June 14
2 p.m. – 3 p.m.

What You Must Know About Your Boomer Clients


Jan Cullinane, MS, ABD


This informative and entertaining session provides the wisdom to address your baby boomer clients holistically. Help your clients answer these lifestyle questions: Am I ready to retire? What are the seven secrets for a successful retirement? Where are the hot careers, and how do I find them? What’s a KIPPER, FANBY and SKIER? I’m a female client — what makes me unique? This session also includes a fun boomer quiz to see what you know/remember about the good old days.

Appeal: Global
Level: General
Interpreted: Japanese