The Complete Cardinal Guide to Planning for and Living in Retirement Workbook

In 2016, Leapfolio published the Complete Cardinal Guide to Planning for and Living in Retirement. The Guide provides an overview of the major problems that retirees face and the simple strategies they can implement to make their retirement financially successful. The Guide fulfilled Cardinal’s expectations and proved to be a success, as they sold or distributed more than 6,000 copies in the past year. But they also learned that the Guide isn’t quite sufficient by itself. So they’ve created this Workbook to offer additional examples of real-life situations, products, and strategies, and guidance to help people prepare to discuss retirement planning with a professional advisor.

Hans E. Scheil, CFP®, is the CEO of North Carolina-based Cardinal Retirement Planning, Inc., and the author of The Complete Cardinal Guide to Planning for and Living in Retirement. Throughout his 40 years in the financial services industry, Scheil has worked with clients age 65+ to help provide them with the financial solutions they need to live a long and successful retirement. In his book, The Complete Cardinal Guide to Planning for and Living in Retirement, Scheil addresses the major problems retirees can face and provides simple strategies that can be put in place with the help of a qualified professional. Scheil is a Certified Financial PlannerTM professional as well as a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®). He also holds life and health insurance licenses in all 50 states and the District of Columbia and is an investment advisor representative.