Some workers seek out retirement planning information — while others avoid it. They all hope to have a good life in retirement, yet approach it differently.

When people do “life planning,” it helps them do a better job of retirement planning. Learn how to engage your audience by using a broader approach.

How can you help people become more fully engaged? How can you prompt them to design their next stage of life — even if they’ve been putting it off?

Gain insights and ideas on how to enlist an employees’ or clients’ whole person into planning for their retirement well-being.

This session "What Color is Your Parachute? for Retirement" by John Nelsonu, shows you how to connect with your audience by:

1. Acknowledging their fears and concerns — including ones they don’t talk about.
2. Tapping into their greatest hopes and dreams for the future.
3. Identifying the biggest blind spots in their retirement planning.

Your presenter is John Nelson, Purposeful Retirement Advocate & Coach, Co-Author What Color Is Your Parachute? for Retirement and Creater of the Retirement Well-Being Model. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.4 / 5

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