Helping your clients plan for a retirement and legacy they love

How do you help clients plan for a retirement that could last 30 years or more? In this video, Vanguard’s Mike DiJoseph and Lauren Martinelli walk you through a practical, three-phase retirement planning framework that helps you support clients from their first day of retirement through legacy planning.

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01:22 – Short-term: Planning for years 1–3
02:40 – Medium-term: Planning for years 3–15
07:48 – Long-term retirement and legacy planning

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