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|The Expanded Retirement Dialogue
Our client surveys conclude that many of you want help building financial strategies for retirement, including a transition period between full employment and full retirement.
The expanded retirement dialogue is a broadening of the planning conversation and includes your thoughts and feelings about the past, present and future, and your family, community and the wider world.
This conversation is all about you, with your needs and objectives first and foremost. It helps us better understand you, your dreams for the future and your hopes and fears. Understanding what’s important to you helps us identify the real issues and gaps in your plan, including the things that you may not have thought about before. This also assists us in implementing an appropriate plan of action to prepare you as you move through various life transitions.
To prepare for the expanded retirement dialogue, visit our website at www.bmo.com/regeneration and review the checklist, sample cases and transition illustrator. When you are ready to begin, or if you have any questions, please don't hesitate to contact me.
Senior Vice President,