Hi Jan,
One of my favorite parts of hosting the Retirement Income Challenge each year is hearing from participants afterward.
Over the years, we’ve received a lot of thoughtful feedback about what worked well and where we could improve.
A few themes came up again and again.
Participants wanted more time to understand their Funded Ratio results.
They wanted more opportunities to ask questions.
And they wanted less time spent on logistics so we could focus on the retirement planning concepts themselves.
So that’s exactly what we’ve changed.
This year, after you register, our team will reach out with everything you need to prepare, including access to the Retirement Income Style Awareness® (RISA®) assessment. We’ll guide you through completing it before Day 1 so that when we meet live, we can immediately begin discussing your results instead of spending valuable session time taking the assessment together.
It also gives our team an opportunity to help with account access or login questions before the Challenge begins, so everyone can start on the same page.
We’ve also continued improving our Funded Ratio planning tool.
Since our last Challenge, we’ve added:
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Retirement Researcher, 1900 Gallows Rd, Suite 350, Tysons, VA 22182, US
Retirement Researcher, 1900 Gallows Rd, Suite 350, Tysons, VA 22182, US