Interview with Kelley Long

Communication Approaches with Pre-Retirees

In this podcast from our 2016 annual conference, Nancy Webman and Kelley Long discuss how to approach talking to pre-retirees about retirement challenges and opportunities.

Kelley

Long

Kelley Long is a Financial Planner with Financial Finesse providing financial education to employees of Fortune 1000 firms.  She is the author of the Financial Finesse Think Tank’s annual Gender Gap research report and a researcher for the book What Your Financial Advisor Isn’t Telling You: The 10 Essential Truths You Need to Know About Your Money.

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