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InFRE's 2018 2nd Qtr Issue of Retirement Insight and Trends

The June 2018 free quarterly newsletter features articles on Gray Divorce, Spending in Retirement, and Medicare.

 Erin Fisher, President of Find Medicare Plans Wade Pfau, PhD, CFA Lili Vasileff, CFP®, MAFF, CDFA®

Articles in the 2nd Quarter - June 2018 Issue:

  • InFRE Update: 2018 CRC Practice Analysis Certificant Survey

  • The Platinum Retirement Challenge: Gray Divorce by Lili Vasileff, CFP®, MAFF, CDFA®, President, Divorce and Money Matters, LLC.
  • How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies by Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income for the American College of Financial Services
  • Medicare 101 – The A, B, C, and D’s of Medicare by Erin Fisher, President of Find Medicare Plans

Some of the topics covered in this issue:

  1. Learn about the triggers for gray divorce; recognize the challenges boomers face at this stage of life and how divorce further complicates financial security, especially for women; identify eight key areas for discussion with your clients going through divorce that must not be overlooked; learn about the divorce process, financial issues in divorce, and decision-making within the context of the law; and learn how to illuminate opportunities for clients to maximize cash flow, divide assets and preserve wealth unique to the divorce process and as exceptions to many IRS rules.

  2. Learn retirement income tools, philosophies, and strategies; how sustainable spending from investments adjusts in response to portfolio performance; appropriate spending patterns for retirees; and where theory meets practice: developing a sustainable spending strategy.

  3. Learn the four parts of Medicare; what additional plans are available; when to enroll in Medicare; how much Medicare costs; how the Medicare Prescription plan works; and how to find a Medicare professional.

1 hr CRC Only Continuing Education Credit Reporting

After passing exam, reporting for CRC® and CFP® CE credit is free. If you select to report for credit, be sure to add your CRC® and/or CFP® ID at checkout. You are responsible for reporting your CE hours for ASPPA, CLU®, ChFC®, RICP®, CASL and other CE recertification.

Developed by: International Foundation for Retirement Education (InFRE)

Designed for: Advisors and Retirement Counselors

Retirement Resource Center Risk Free Guarantee

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.

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