CPD: The stages of retirement- the adviser’s role

CPD: The stages of retirement- the adviser’s role

Retirement marks a significant transition in one’s life, representing the culmination of years of hard work and financial planning. What are the six stages of retirement and what role do advisers play in each of the stages?

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Legislated CPD Area: Client Care & Practice (0.25 hrs). ASIC Knowledge Requirements: Retirement (0.25 hrs).

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