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InFRE's 2018 4th Qtr Issue of Retirement Insight and Trends

The January 2019 free quarterly newsletter features articles on Retirement Planning, Advance Care Planning, and Withdrawal Sequence Strategies.

 William (Bill) Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc., Paul Malley, President of Aging with DignityRobert Laura, CPRC, Retirement Activist, founder of RetirementProject.org and the Retirement Coaches Association

Articles in the 4th Quarter - January 2019 Issue:

  • InFRE Update: Revision to Current CRC® Certification Self-Study Continuing Education Credit Quiz Requirement
  • Retirement Planning Beyond the Dollars and Cents by Robert Laura CPRC.
  • Advance Care Planning: A Critical Component for Building Client Relationships  by Paul Malley, President of Aging with Dignity
  • How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies by William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.

Some of the topics covered in this issue:

  1. Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. People are failing retirement at an alarming rate because they aren’t prepared for the non-financial aspects.  In this article you will learn tips for helping your clients have a happy retirement.

  2.  As we age there are life transitions, and complex health and financial issues that we must navigate. An often-overlooked area is advance care planning – or defining, communicating and documenting healthcare wishes. This articles describes how the Five Wishes tool can communicate personal, emotional and spiritual needs, along with medical and legal wishes, to your loved ones.

  3. How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, Medicare and Social Security with the sequence you withdraw client savings impacts how long retirement savings lasts. Learn how to beat the “conventional wisdom” used to generate retirement income for your clients.

1 hr CRC Only Continuing Education Credit Reporting

After passing exam, reporting for CRC® CE credit is free. If you select to report for credit, be sure to add your CRC®  ID at checkout.

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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