Do your clients really know their retirement goals?

Do your clients really know their retirement goals?Jerry Brown, senior retirement & financial planner, Assante Financial Management Ltd., builds his business around retirement life Pplanning. People may know what they are retiring from — but do they know what they are retiring to? Brown outlines the three main strategies he teaches in workshops to enable people to prepare a retirement plan based on purpose and life values.He spoke with Dan Richards of Client Insights at the CIFPs Conference in Vancouver.