Advisor Insights
We spend years helping clients build the perfect retirement plan and saving for this next phase of life. But here’s the conversation most advisors never have: what happens to you when you’re the one retiring? In this candid and interactive presentation, Kathleen Burns Kingsbury applies her Breaking Money Silence® framework to the part of retirement nobody puts in the financial plan; the emotional, identity-driven side of stepping away.
You’ll walk away with:
▪ A clear-eyed look at what retirement really costs your identity, especially if being an advisor or business owner has been core to who you are
▪ Language for naming the fear of no longer earning or “producing,” and why so many high-achieving professionals feel this fear but never say it out loud
▪ A game plan for the transition conversations, including how and when to tell your firm, your team, or your clients that you’re retiring
▪ Permission to ask the question nobody asks: what if I hate retirement?
▪ A framework for finding purpose beyond production, so retirement feels like an opening, not just an ending
Leave this session with a new way to think and talk about retirement, for your clients and for yourself.