Tailoring retirement for successful business leaders
Traditional retirement planning fails to meet the needs of
wealthy baby boomers, particularly those who are business leaders.
There is no "one size fits all" answer.
Wealth Regeneration at Retirement: Planning for a Lifetime of
Leadership presents an alternative - one that acts more like a GPS.
The authors, Kaycee Krysty and Bob Moser, leaders of the highly
regarded Seattle-based wealth management firm, Laird Norton Tyee,
use a proprietary discipline, Wealth Regeneration(R), to calculate
the route to retirement and beyond for those at the top.
The authors challenge successful boomers to redefine retirement
on their own terms. They outline a process to create a sustainable
plan to achieve retirement objectives. Their years of experience in
counseling CEO's and business founders through transitions is
reflected throughout. For many successful boomers, the answer to
the prospect of retirement has been, "I'd rather not." Yet change
is inevitable. Wealth Regeneration at Retirement provides a
thoughtful and thorough way for leaders to move onward.
Describing Wealth Regeneration in a digestible, actionable
format, the book provides the framework, tools, and techniques that
successful baby boomers and their advisors need to incorporate this
innovative approach for a lifetime of leadership and legacy. Packed
with learning aids, including graphics, diagrams, worksheets and
exercises, the book helps readers build a unique life plan that is
about more than simply retirement.
The book includes: A proprietary approach to retirement planning
that changes seamlessly when times and circumstances changeA four
component methodology - Where You Are; What You Want; What to Do;
and Make it Happen - to ensure continuous feedback, accountability,
and measurement of lifetime goalsRetirement planning expertise from
wealth management firm Laird Norton Tyee
Wealth Regeneration at Retirement: Planning for a Lifetime of
Leadership is artfully illustrated and filled with practical advice
for wealthy baby boomers and the financial advisors they rely on.
It explains exactly how to build a personalized and sustainable
plan for retirement no matter where life may lead.
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