9.1 Planning for Retirement

In this section

• Identifying Retirement Goals: A Comprehensive Guide for Series 6 Exam Mastery
  Learn how to effectively identify and set retirement goals for clients, a crucial component of the Series 6 Exam. This guide covers setting clear objectives, considering lifestyle expectations, and understanding longevity risks.
• Estimating Retirement Needs for Series 6 Exam Success
  Master the art of estimating retirement needs for the Series 6 Exam. Learn how to calculate retirement expenses, understand income replacement methods, and adjust for inflation and healthcare costs.