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

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