Certified Financial Planner Board of Standards Inc.
02/20/2026 | Press release | Archived content
When Client Depression Becomes Your Business
Advisors are skilled at helping retirees manage income and spending, but many clients also struggle emotionally with the transition, which can feel more like a loss than a gain. CFP Board Ambassador Bryan Jepson, CFP® says he helps clients reframe retirement as moving into a new stage of life rather than giving something up, emphasizing that it can be a time to create new opportunities and continue making an impact.
Read More at Financial Advisor
Financial AdvisorBen Mattlin February 20, 2026
Certified Financial Planner Board of Standards Inc. published this content on February 20, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on February 27, 2026 at 20:31 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]