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Multi-Generational Financial Planning
- Penny Pennington shares how clients celebrating 100 birthdays make financial planning multi-generational.
- Families now must consider wealth building across five generations simultaneously.
Longevity Stresses Public Systems
- Longevity will stress public safety nets like Social Security and healthcare.
- Individuals must take personal responsibility for planning longer, financially secure retirements.
Work Longer with New Skills
- People are delaying retirement and working part-time to bridge longer life spans.
- Continuous skill development is essential for career longevity and financial health.