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InFRE's 2019 2nd Qtr Issue of Retirement Insight and Trends

The June 2019 free quarterly newsletter features articles on Behavioral Finance, Safe Home Care and Annuities.

 Joe Tomlinson, FSA, MAAA® Phil BongiornoMichael Wilson, CFP®, CRC®, RICP®, Integrity Financial Planning

Articles in the 2nd Quarter - June 2019 Issue:

  • Behavioral Finance: Why Do We Do the Things We Do  by Michael Wilson, CFP®, CRC®, RICP®, Integrity Financial Planning
  • The Value of Safe Home Care by Phil Bongiorno
  • Which Annuities Offer the Best Inflation Protection? by Joe Tomlinson, FSA, MAAA®

Some of the topics covered in this issue:

  1. Learn to identify several behavioral biases and discover how positive psychology can impact financial wellness.

  2. Learn of the challenges and opportunities of family caregivers; define the variation in home care service models; and describe the steps to help determine quality and value of home care providers.

  3. Learn the common types of annuities used to protect retirement from inflation and which ones produce the most income.

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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