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InFRE's 2019 1st Qtr Issue of Retirement Insight and Trends

The March 2019 free quarterly newsletter features articles on Helping Couple's Navigate Retirement, Hacking Longevity, and Three Popular Retirement Income Philosophies.

 Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® Lori Bitter, The Business of AgingDorian Mintzer, M.S.W., Ph.D., BCC, CSA

Articles in the 1st Quarter - March 2019 Issue:

  • InFRE Update: Revision to Current CRC® Certification Self-Study Continuing Education Credit Quiz Requirement
  • The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities  by Dorian Mintzer, M.S.W., Ph.D., BCC, CSA
  • Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives by Lori Bitter, The Business of Aging
  • Through the Looking Glass: Three Popular Retirement Income Philosophies by Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP

Some of the topics covered in this issue:

  1. Learn about the changing landscape of retirement; gain a better understanding of the changing demographics of couples; recognize some must-have conversations; develop some tools to help clients communicate more effectively with you and with each other; learn how to help clients develop a vision for the years ahead; and understand some of the challenges and rewards of helping couples have important conversations.

  2. Understand the five segments that emerged from the Hacking Longevity research; identify changes in life-stage patterns; understand the implications of increased longevity on families, their structure and behavior (and their planning for longer lives); explore challenges and issues when it comes to the workplace, housing, finances, education, and particularly leisure/person fulfillment; and gather insights on late-in-life planning, including giving, legacy, housing, and end of life.

  3. Discover how you can add value by specializing in retirement income planning; learn the importance of the human element and client behavioral biases in income decision-making; explore the process of creating a retirement income plan; better understand how to incorporate income sources and all of a client's assets into a retirement income strategy.

1 hr CFP, CRC, ASPPA, CLU, ChFC, RICP, CASL 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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