Episode 5 : 09/23/2016

Creating a client’s retirement game plan

retirement-basketball

Steve Williams

National Head of Financial Planning - U.S.
BMO Private Bank

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

Creating a client’s retirement game plan

A large part of what we do as financial advisors is helping people plan ahead so that they can be financially stable and successful for the rest of their lives. For many of our clients, retirement will be a big span of their future. In this episode we’re talking to Steve Williams, the Head of Financial Planning in the U.S. at BMO Private Bank, about how to help your clients create a game plan for their retirement. Listen in to learn how to approach the aspect of retirement from every angle, not just financially.

In this episode:

  • The questions advisors don’t often think about when it comes to retirement planning
  • The role that health plays in retirement
  • Why retirement can bring negative connotations for clients
  • The ideal time to retire
  • A game plan for successful retirement

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