Financial professionals are essential to helping clients understand how their financial goals will change in retirement. Our Insights Panel shares how to help your clients picture their financial futures and factor any changes into a customized plan that will meet their unique needs. Speaking in this episode are Mark Zinder, consultant and financial professional coach; Jay Mooreland, client behavior coach and author of “The Emotional Investor”; Erica Orange and Jared Weiner, futurists and trend consultants at The Future Hunters; and Dan Goldstein, behavioral economist and principal researcher at Microsoft Research.