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.
John is the author of the “Retirement Readiness” section for the CRC® #4 Manual: Fundamentals of Retirement Income Planning. After many years as a pension consultant, John is earning a PhD at the University of Wisconsin, with a focus on retirement education. He is also a Research Fellow of the California Institute of Finance.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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