Treichel in Advisorpedia: What Advisors Can Learn From the Sketchbook Approach

Our Founder and Chief Solutions Officer, Bonnie Treichel, spoke with Advisorpedia at Future Proof Citywide about how advisors can use the sketchbook approach to retirement to improve retirement outcomes.

“At Future Proof Citywide in Miami, my conversation with Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement, kept circling a single theme: retirement is too individual to be reduced to a template. It’s a simple idea on the surface, but a significant departure from how advisors and investors have long framed retirement—as a fixed number, a target date, or a rigid formula. Treichel takes a more grounded view. In her telling, retirement is not a finish line to calculate in advance, but an evolving plan people should actively build, adjust, and personalize throughout their lives.”