For advisers working in the education market, the new year is a great time to educate teachers about the importance of retirement planning. In fact, thanks to resolutions and post-holiday budgeting, January can be one of the most active times for new clients and increased contribution levels in the education space.
K-12 teachers say they lack knowledge in several aspects of retirement planning, a 2014 survey by Greenwald & Associates found. Many, especially those belonging to Gen X and Gen Y, would prefer to learn about those financial planning issues at work.
