What's your retirement personality?
Retirement: what does it mean to you? How are you approaching this stage of life?
Learn about your approach with this free retirement quiz.
Want to uncover your client’s approach to retirement?
Advisors: Learn more about our library of client assessments, or create a free, two-week account here.
Add the Refocus (Beta) retirement quiz to your onboarding process and client experience.
Uncover your clients’ approaches to retirement, compare couples, and more.