HOW TO ENSURE YOUR RETIREMENT ADVICE FOR WOMEN INVOLVES MORE THAN JUST BUILDING A NEST EGG
By Suzanne Norman
Overview
This paper is the first in a series where we explore what it takes to be a financial professional who identifies as a “retirement planning professional.” In other words, a person prepared to help clients shift from building a nest egg to spending it, which are two vastly different experiences. We hope the papers included in this series will prove helpful to both financial professionals and the clients they serve.
By 2024, approximately 12,000 people in the U.S. will turn 65 every day (aka Peak 65).1 Meanwhile, there will be more people in the U.S. over the age of 65 than there are children by 2030.2 This Peak 65 wave is coming, and financial professionals have a choice—surf it or get pulled into the undertow.
THE OPPORTUNITY IS HERE. BUT WILL ADVISORS SEE IT?
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Suzanne Norman is an Education Fellow, Financial Literacy Expert, Executive Coach, Speaker, and Mentor who consults on a variety of financial, investment, and planning topics. She has 30 years of investment industry experience and has worked for both national and international investment firms. Suzanne has held roles in management, consulting, and advisory with a strong emphasis on helping people plan and save for retirement. Suzanne received a BA in Psychology from Hood College, holds a certificate in Women in Leadership from Cornell, is a certified Life Coach (CPCC), and is a Certified Investment Management Analyst® Suzanne lives by the motto- Scientia potentia est- particularly when it comes to money. She is passionate about helping women develop strong financial skills and writes about topics that matter to them. Suzanne is an active member of CFA Society Boston’s Financial Literacy committee and a board member of Junior Achievement of Northern New England. In her spare time, she enjoys pursuing her love of travel, the outdoors, and photography.