Retirement Planning Trade Offs Infographic

Planning for retirement involves trade-offs. This FreshPlan infographic illustrated the amount of capital required will depend on a number of variables.

“This infographic can trigger great conversations with clients about their expectation for their retirement”

From pension sources and investment returns to inflation and retirement needs, this infographic speaks to the many factors involved in planning for retirement.


Infographic Features

  • Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
  • Personalized for individual Advisors
  • Current and timely for client communications
  • One of many infographics included in FreshPlan software

Calculate. Educate. Plan.

Communicate complex concepts from all areas of financial planning with current, visual infographics.

FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.

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