it's a roleplay between client and planner (need to make conversation talk metween client and planner) (kind of script)

it's an example how to make it

Then vs. Now - Role Play concept 1930 vs. 2020 Start working (age 18 vs. age 23) Retire (age 68 vs. age 60) Years worked (50 vs. 37) Die (78 vs. 88) Years retired (10 vs. 28) We used to work 50 years to fund a 10 year retirement. Now we work 37 years to fund a 28 year retirement. How do we handle this? Start earlier! Role Play - turn this concept into a Client Discussion Client: Ever since I have started earning more at my work, I have been spending a little more money on luxuries such as shopping and pampering myself. I thought that by increasing my income I would be able to have a lot more money saved to compensate for my bad spending habits but that does not seem to be the case Planner: How often are you putting money towards your savings? Client: I try to put away a little bit every pay, bi-weekly. Planner: How much do you normally try to put away? Client: It varies. Sometimes I will put $500 away but will dip into it if I need to buy things