Thinking about retirement doesn’t have to be difficult
Christine Timms, retired advisor and author of three handbooks for professional financial advisors (christinetimms.com), discusses why thinking about retirement can be so difficult, as well as pandemic-era considerations.
Timms digs deeper into succession planning in The advisor’s retirement: making a smooth transition.
Directed and interviewed by Katie Keir. Edited by Brad Ling and Emily Ferrier.
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