People are living longer and retirement is no longer thought of as a destination, but as a transition: with an ending, a period of unknowns and a new beginning.
It's important for people to think about what they are retiring TO rather than just what they're retiring FROM. It's hard enough for an individual to deal with these retirement transition years, and can be even more complicated for couples who may have differing ages, energy levels, priorities, values, goals and dreams. It may also feel like a challenge for the adviser to work with a couple as the client.
Using the framework of "The Couple's Retirement Puzzle", this webinar will help advisers understand some of the important conversations couples need to have, to develop tools to help couples better communicate with each other and to develop a vision for the years ahead, and to understand some of the challenges and rewards in helping couples have these important conversations.
In “The Couple's Retirment Puzzle" by Dorian Mintzer you will:
Dr. Dorian Mintzer is an experienced speaker, coach, therapist and consultant who weaves adult development, holistic life planning and positive psychology into programs that tap and shape clients’ energies into roadmaps for wiser, more enhanced living.
She is co-author of the award winning The Couples Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together, co-producer of The Career Playbook: Second Half Plays and has contributed to a number of other books such as Live Smart After 50!, Not your Mother’s Retirement, 65 Things to do when you Retire, 70 Things to do When you Turn 70, and 80 Things to do when you Turn 80.
She is host of the popular monthly Revolutionize your Retirement Interview with Expert’s Series. She's been featured in a variety of media such as the NY Times, WSJ, USA Today, CNN Money, Forbes.com, Next Avenue, NPR, ABC Evening News and the Today Show and has given a Ted X talk focused on “Embracing your Bonus Years.” Learn more about her and her programs at www.revolutionizeretirement.com. (firstname.lastname@example.org)
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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.
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!
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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