By 2030, 100% of baby boomers worldwide will be over age 65. Guilaran explains how advisors can strengthen their practices and build bridges with prospects and clients by simplifying how they educate them on retirement income basics and how to address any shortfalls.
Alphil J. Guilaran, CFBA, CFWA, is a co-founder of Financial Literacy Counsel, where he has been providing financial literacy training for family offices, private schools, universities and corporations for more than 25 years. He is the recipient of the Canadian IFSE Institute Award for Financial Literacy in 2020 and is a Life member of MDRT.
