This course will be REBROACAST on: Wednesday, September 7, 2022, 12:00 PM - 1:00 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, September 7, 2022, 12:00 PM – 1:00 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 "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 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) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  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 50+ other live, rebroadcast, and on-demand courses at no extra fee!