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Directions: Please indicate your thoughts and feelings about retirement by completing Exercises 1, 2 and 3.

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Exercise 1: Views About My Retirement

Exercise 2: Personal Reflections

Exercise 3: Communication Preferences


We all have a preferred style of communicating when we are talking about our money and key commitments. Finance related discussions are more productive and less emotional when we know one another’s communication styles. The following exercise is designed to allow you to quickly identify your primary communication preferences when meeting with advisors, receiving information and making decisions.

Check the preferences that strongly apply to you: