Lépjen offline állapotba az Player FM alkalmazással!
223: Negotiating Retirement For Yourself and For Employees
Manage episode 438946420 series 2638418
In today's rapidly evolving financial landscape, negotiating retirement has become more crucial than ever. Whether you're planning for your own future or helping employees secure theirs, understanding the intricacies of retirement planning is essential.
Join your host, Cindy Watson, as she explores strategies and insights on "Negotiating Retirement For Yourself and For Employees," with Courtenay Shipley, shedding light on how to navigate this critical aspect of financial well-being with expert guidance.
Courtenay Shipley, the founder and Chief Planologist of Retirement Planology. With a wealth of experience in corporate-sponsored retirement plans, Courtenay has conducted over 10,000 educational meetings and holds prestigious designations such as Accredited Investment Fiduciary™, Chartered Retirement Plan Specialist, Certified Plan Fiduciary Advisor, and Certified Exit Planning Advisor. As the president of the Retirement Advisor Council and a recipient of numerous accolades including Top Women Advisor, NAPA Young Gun, and FT Top 401 Advisor, Courtenay brings unparalleled expertise to our discussion today.
In this episode, you'll discover:
Why does retirement planning matter?
What are some of the key components that should be considered when creating retirement plans?
What is being offered out on the market today?
The significance of retirement plans being culturally competent.
What are the benefits and why do we need them?
What are some of the biggest pain points that we’re seeing out today?
And many more!
Learn more about Courtenay Shipley:
Website: www.retirementplanology.com
Social links:
https://www.linkedin.com/in/cshipley
https://www.linkedin.com/company/retirement-planology-inc
If you’re looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life.
Check out our website at www.artofFeminineNegotiation.com if that sounds interesting to you.
Get Cindy’s book here:
Amazon
EBook
Barnes and Noble
CONNECT WITH CINDY:
Website: www.womenonpurpose.ca
Facebook: https://www.facebook.com/womenonpurposecommunity/
Instagram: https://www.instagram.com/womenonpurposecoaching/
LinkedIn: linkedin.com/in/thecindywatson
Show: https://www.womenonpurpose.ca/media/podcast-2/
(X) Twitter: https://twitter.com/womenonpurpose1
YouTube:https://www.youtube.com/@hersuasion
Email: cindy@womenonpurpose.ca
232 epizódok
Manage episode 438946420 series 2638418
In today's rapidly evolving financial landscape, negotiating retirement has become more crucial than ever. Whether you're planning for your own future or helping employees secure theirs, understanding the intricacies of retirement planning is essential.
Join your host, Cindy Watson, as she explores strategies and insights on "Negotiating Retirement For Yourself and For Employees," with Courtenay Shipley, shedding light on how to navigate this critical aspect of financial well-being with expert guidance.
Courtenay Shipley, the founder and Chief Planologist of Retirement Planology. With a wealth of experience in corporate-sponsored retirement plans, Courtenay has conducted over 10,000 educational meetings and holds prestigious designations such as Accredited Investment Fiduciary™, Chartered Retirement Plan Specialist, Certified Plan Fiduciary Advisor, and Certified Exit Planning Advisor. As the president of the Retirement Advisor Council and a recipient of numerous accolades including Top Women Advisor, NAPA Young Gun, and FT Top 401 Advisor, Courtenay brings unparalleled expertise to our discussion today.
In this episode, you'll discover:
Why does retirement planning matter?
What are some of the key components that should be considered when creating retirement plans?
What is being offered out on the market today?
The significance of retirement plans being culturally competent.
What are the benefits and why do we need them?
What are some of the biggest pain points that we’re seeing out today?
And many more!
Learn more about Courtenay Shipley:
Website: www.retirementplanology.com
Social links:
https://www.linkedin.com/in/cshipley
https://www.linkedin.com/company/retirement-planology-inc
If you’re looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life.
Check out our website at www.artofFeminineNegotiation.com if that sounds interesting to you.
Get Cindy’s book here:
Amazon
EBook
Barnes and Noble
CONNECT WITH CINDY:
Website: www.womenonpurpose.ca
Facebook: https://www.facebook.com/womenonpurposecommunity/
Instagram: https://www.instagram.com/womenonpurposecoaching/
LinkedIn: linkedin.com/in/thecindywatson
Show: https://www.womenonpurpose.ca/media/podcast-2/
(X) Twitter: https://twitter.com/womenonpurpose1
YouTube:https://www.youtube.com/@hersuasion
Email: cindy@womenonpurpose.ca
232 epizódok
Minden epizód
×Üdvözlünk a Player FM-nél!
A Player FM lejátszó az internetet böngészi a kiváló minőségű podcastok után, hogy ön élvezhesse azokat. Ez a legjobb podcast-alkalmazás, Androidon, iPhone-on és a weben is működik. Jelentkezzen be az feliratkozások szinkronizálásához az eszközök között.