Recently, JNBA, an MQ Partner Firm since 2019, hosted an enriching client appreciation event centered on the theme of “Transitioning into Retirement.” This event provided a unique opportunity for many of their clients contemplating retirement in the coming months or years to gather insights and wisdom from a distinguished a panel with knowledge and experience in retirement. Led by seasoned media professional Kim Insley, the panel engaged attendees in an enlightening discussion about life “Beyond the Office”.
MQ President, Amy Mullen, CFP® was invited to participate in the panel as an expert on the emotional and life planning aspects of this transition. In addition, three JNBA clients who have experienced 2+ years of retirement were invited to share their experiences and provide their insights to others. Finally, as gifts, JNBA provided each attendee with a printed copy of Money Quotient’s “No Rule Retirement” workbook.
Here is what Amy had to say about the event:
This was a truly engaging and enlightening event for all. It was visibly clear how much the pre-retired attendees valued hearing about the panelists’ experiences, had a desire to discuss their own feelings and concerns about retirement, and were delighted to connect with others in a similar stage of life. I hope other financial planning firms consider offering similar community building and awareness expanding type client appreciation events.
Don’t miss out on the chance to host similar events and provide your clients with the tools they need for a successful retirement transition!