Retirement's Hidden Agenda: From "Money Changes Everything" to "Money Isn't Everything".

The recent period of uncertainty and volatility has rattled clients and advisors along with the financial markets. But, if used as an opportunity it can have a silver lining for both advisors and clients, acting as a "trigger event" opening up new pathways for discussion, redirection, and a keener focus on financial needs and goals for retirement. Even more importantly, it allows for a deeper consideration of nonfinancial goals, and a more productive client relationship and referral opportunities through the development of a holistic approach to retirement planning involving eight interconnected life areas that benefits all participants in the process. This approach also opens up productive networks and a wider range of partnership opportunities with other nonfinancial professionals to address emerging client needs. This team can work collectively to identify the goals desired by and resolve challenges faced by clients as they prepare for and experience retirement. [ABSTRACT FROM AUTHOR]