Dr. Chien will delve into the often-overlooked aspects of assets & home equity, challenging the traditional portfolio-centric view and advocating for a comprehensive view in retirement balance sheet.
Dr. Chien’s research reveals correlations between scaling factors and asset-to-net worth ratios, emphasizing the strategic use of reverse mortgages (RMs) to enhance retirement outcomes.
As the Associate Provost of Undergraduate & Graduate programs at The American College of Financial Services, Chia-Li Chien, PhD, CFP®, PMP®, CPBC, has held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. A sought-after, frequent speaker about succession planning at national conferences, Dr. Chien has published three award-winning books along with research on succession and retirement topics in a variety of academic and practitioner research journals. Dr. Chien also serves on the boards of various national financial service associations and holds a doctorate in financial planning. She is a Certified Financial Planner (CFP®), Project Management Professional (PMP®), Certified Professional Business Coach (CPBC), and Extended DISC Certified Professional.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Centerr
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.
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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