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InFRE's 2018 3rd Qtr Issue of Retirement Insight and Trends

The September 2018 free quarterly newsletter features articles on Protecting Your Clients, Plan for the 21st Century, and Social Security.

 Heather Schreiber, RICP®, President and Founder, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals Steve Vernon, FSA – Expert in Strategies that Integrate DC Plans, Social Security, QLACs Bob Mauterstock, CFP®, ChFC, CLTC

Articles in the 3rd Quarter - September 2018 Issue:

  • Protecting Your Clients from Financial Abuse by Bob Mauterstock, CFP®, ChFC, CLTC
  • Plan for the 21st Century Retirement by Steve Vernon, FSA, President of Rest-of-Life Communications
  • Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects by Heather Schreiber, RICP®, founder of HLS Retirement Consulting, LLC.

Some of the topics covered in this issue:

  1. Learn the recent legislation that will impact your ability to help you clients avoid financial abuse; why some elder clients are susceptible to financial abuse; how to detect financial abuse that is affecting your clients; and the steps you can take to help your clients avoid financial abuse.

  2. Learn game-changing trends and a new strategy for addressing the challenges and behavioral considerations to integrate into retirement decision making.

  3. Learn how to talk about Social Security with your clients; how to de-mystify the myths surrounding the claiming strategies; help create value to your client and trust in your relationship; and how to help married clients see the bigger picture.

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.


InFRE's 2018 3rd Qtr Issue of Retirement Insight and Trends


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