Articles in the 1st Quarter - March 2019 Issue:
Some of the topics covered in this issue:
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.
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.
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 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
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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