This course will be REBROADCAST on: Wednesday, June 24, 2020, 11:00 AM – 12:00 PM EDT. 

Attend the upcoming rebroadcast to receive CE without the need to take the online exam. Purchase of this course prior to the rebroadcast date gives you access to the online recorded webinar course immediately (quiz required to receive CE credit), and allows you to register for the Rebroadcast session on Wednesday, June 24, 2020, 11:00 AM – 12:00 PM EDT.

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 "The 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, CFA, CFP®, AIFA,  Head of Retirement Research, Morningstar Investment Management

David conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.

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 / 5

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!