Retirement security, long term care, housing and lifestyle are top of mind not only for the 50+ population but also for policymakers, government officials and businesses.

Boomers are redefining aging in retirement and heralding in new community movements, technology and services.

Find out how these new trends connect with financial services and retirement planning, and gain insights into what’s important to Boomers and older clients.

In “What’s Trending in the Field of Aging? Connecting the Dots with Financial Services” by Sandra Timmerman, you will:

1. Learn about five important trends in aging and why they are taking place;
2. Gain a better understanding of attitudes, behaviors, concerns and aspirations of Boomers and older consumers and the changing environment that they are living in;
3. Discover what’s happening at the policy and community level;
4. Better understand how to interface with other community services;
5. Be able to connect the dots between financial services and trends that have relevance to your work.

Your presenter is Sandra Timmermann, EdD, Successful Aging in Retirement Expert, founder and former Executive Director of the MetLife Mature Market.

Sandra has served in leadership capacities with a number of national organizations including the Board of Directors of the American Society on Aging, the Chair of the Board of Directors of the National Alliance for Caregiving and the Chair of the Business Forum on Aging.

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: 4.3 / 5

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!