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?
This session shows you how to connect with your audience by:
Your presenter is John Nelson, Purposeful Retirement Advocate & Coach, Co-Author of What Color Is Your Parachute? for Retirement and Creator of the Retirement Well-Being Model.
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
We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.
The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.
QTY is not available.