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Clay Gillespie, CFP, CLU
Clay Gillespie, CFP, CLU
in Annual MeetingNov 28, 2017

Help your clients plan for their income in retirement

Many of our clients are reaching the age when they need to start generating income from their retirement savings and pension entitlements. Gillespie discusses how you need to reframe the retirement discussion, talk the retirement language and develop the appropriate strategy to help your clients understand how much income they will have in retirement and how you plan on helping them achieve it.
Retirement planning
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Author(s):

Clay Gillespie, CFP, CLU

Clay Gillespie, CFP, CLU

Second Vice President