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Impact of Retirement Age Uncertainty on Retirement Outcomes - David Blanchett

While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett's award-winning research addresses the implications of retirement age assumptions and the impact on retirement savings for individuals who retire at earlier ages than expected.

In "Impact of Retirement Age Uncertainty on Retirement Incomes" by David Blanchett, you will learn:

  1. Understand current trends in retirement and retirement age expectations;
  2. Understand the potential drivers of early/late retirement (or the lack thereof);
  3. Gain some perspective on the impact of retirement uncertainty on required savings and retirement outcomes.

Your presenter is David Blanchett, PhD, CFA, CFP®, Head of Retirement Research, Morningstar Investment Management.

David Blanchett, CFA, CFP®, AIFA - Head of Retirement Research, Morningstar

David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC.

He has published over 100 papers in a variety of industry and academic journals that have received a number of awards. He is currently an Expert Panelist for the Wall Street Journal, an Adjunct professor of Wealth Management at The American College, and a member of the ERISA Advisory Council. He recently earned the Best Research Award for the Annual Research Track at the 2020 Financial Planning Association Annual Conference.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Overall Rating: 4.5 / 5The Impact of Retirement Age Uncertainty on Retirement Outcomes - David Blanchett

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!

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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Impact of Retirement Age Uncertainty on Retirement Outcomes - David Blanchett

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