In 2016, Leapfolio published the Complete Cardinal Guide to Planning for and Living in Retirement. The Guide provides an overview of the major problems that retirees face and the simple strategies they can implement to make their retirement financially successful. The Guide fulfilled Cardinal’s expectations and proved to be a success, as they sold or distributed more than 6,000 copies in the past year. But they also learned that the Guide isn’t quite sufficient by itself. So they’ve created this Workbook to offer additional examples of real-life situations, products, and strategies, and guidance to help people prepare to discuss retirement planning with a professional advisor.

Hans “John” Scheil is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Financial Planner™ (CFP®), and Chartered Advisor for Senior Living (CASL®) with 40 years of experience. He can be reached at 919-535-8261, or via email at Hans@PlanWithCardinal.com. See Cardinal’s website at PlanWithCardinal.com