Retirement is More Than a Financial Decision. It's a Life Decision.

It's a Life Decision.

For decades, retirement planning has centered on one question: "Do I have enough money?" But today's retirees are living longer, prompting a much bigger question: "What am I retiring to?"

The Retirement Conversation Guide helps financial advisors have deeper, more targeted conversations that go beyond investments and income planning. With ready-to-use questions and discussion prompts, you'll be able to help clients think through identity, purpose, relationships, lifestyle, health, caregiving, housing, and emotional readiness – all the areas that shape a successful retirement.

 

Free Retirement Conversation Guide

As a financial advisor, build trust beyond the portfolio with:

  • 8 key retirement conversations
  • Warning signs to watch for
  • Ready-to-use discussion questions

About LifeBridge Strategies

LifeBridge Strategies, founded by Dr. Amy D’Aprix, helps professional financial advisors become more competent and confident in talking to their clients about life transitions, so they can more easily bridge the gap between life and money. We also provide solutions that advisors can share with their clients on the practical, emotional, and family aspects of transitions.

Amy D’Aprix is an internationally respected expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics. With a Ph.D. in Social Work, “Dr. Amy,” as she is affectionately known, provides down-to-earth, practical, and professionally informed guidance on Life Transitions to individuals, professionals, and organizations. Dr. Amy has inspired thousands of financial advisors and their clients across North America. She has consulted for the financial industry and trained advisors for over 20 years, providing sound guidance in navigating life’s events and challenges to ensure the success of overall life goals and financial plans. 

This passion is reflected in LifeBridge Strategies offerings, such as Trusted Advisor of Choice™, a program for financial professionals to better understand their clients’ concerns and LifeMap™, an exclusive membership site to help advisor's clients proactively prepare for the life transitions they face. Amy is a Certified Professional Consultant on Aging (CPCA) and is regularly featured and interviewed on television, radio, podcasts, and online publications.