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InFRE's 2021 3rd Qtr Issue of Retirement Insight and Trends

The October 2021 free quarterly newsletter features articles on Estate Planning, Annuities and Social Secuirity.

Articles in the 3rd Quarter - October 2021 Issue:

  • "Grief Literacy for Financial Advisors: Engaging the Bereaved Client” by Kathi Balasek, MA, Grief Communication Consultant for Financial Professionals
  • "Social Security WEP: FOMO, IDK, or LOL??” by Michael Wilson, CFP®, CRC®, RICP®, Integrity Financial Planning 
  • “The Psychology of Retirement” by Robert Laura, CKA, AAMS, CPRC, CMFC, CRPC 

Some of the topics covered in this issue:

  1. Learn why grief literacy competence is vital to bereaved clients; gain a better understanding of grief communication skills and language that connect and build the relationship with widow clients; discover who widows are today and why they need a grief-smart financial advisor; identify possible interventions and proactive steps that advisors can take before and after their client experiences grief; recognize the benefits of becoming grief literate professionally, personally and culturally. 

  2. Learn how Social Security defines various retirement benefits; understand when the WEP does and does not apply; learn how to calculate the WEP’s impact on a worker’s benefit; determine who may be affected by the WEP; identify potential methods of reducing the WEP.

  3. Help people avoid wasting the first few years of retirement trying to figure it out on their own; gain actionable strategies to fight with the dark side of retirement; provide science and research that will help reframe the idea of retirement and help people make a better transition.

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

After passing exam, reporting for CFP®, CRC® and other CE credit is free.  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 CFPand/or CRC® IDs.  You are responsible for reporting all other certifications for CE credit. 

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.


InFRE's 2021 3rd Qtr Issue of Retirement Insight and Trends


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