Reinventing Retirement Planning with Tech and Trust

<p>In this episode, <a href="https://www.linkedin.com/in/joan-milway/">Joan Milway</a> from <a href="https://benefitsalliance.ca/providers/common-wealth-retirement/">Common Wealth Retirement</a> joins Carolyne and Rahim and shares insights into digital self-serve retirement planning, the importance of combining technology with human advice, and the principles guiding their innovative approach to financial wellness.</p><p><br></p><p><strong>What You Will Learn:</strong></p><ul><li>Self-serve retirement planning.</li><li>Integration of human advice and digital tools.</li><li>Principles of user-centered design.</li><li>Impact of early planning on retirement security.</li></ul><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p></p><p>retirement planning, digital tools, financial advice,self-serve, Common Wealth Retirement, financial wellness, fintech, retirementsecurity</p><p></p><p></p>