Reinventing Retirement Planning with Tech and Trust
from Benefits Alliance Voice Hosted by Benefits Alliance Voice
In this episode, Joan Milway from Common Wealth Retirement 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. What You Will Learn: Self-serve retirement planning. Integration of human advice and digital tools. Principles of user-centered design. Impact of early planning on retirement security. retirement planning, digital tools, financial advice,self-serve, Common Wealth Retirement, financial wellness, fintech, retirementsecurity
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