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04/22/2024 Maximizing Retirement Success: Beyond Assets and Liabilities - Chia-Li Chien - Rebroadcast

This course will be REBROADCAST on: Monday, April 22, 2024, 1:00 PM – 2:00 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 Monday, April 22, 2024, 1:00 PM – 2:00 PM EDT.

The session is designed to equip financial advisors with advanced strategies for managing retirement asset distributions, with a special focus on clients who are pre-retirees or retirees.  

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.

In "Maximizing Retirement Success: Beyond Assets and Liabilities" by Chia-Li Chien you will learn:

  1. The application of the retirement balance sheet for crafting tailored decumulation strategies;
  2. The critical correlations between scaling factors, financial assets, and home equity in retirement planning;
  3. The judicious use of reverse mortgages to bolster retirement spending and success rates.  

Your presenter is Chia-Li Chien, PhD, CFP®, PMP®, CPBC, Associate Provost of Undergraduate & Graduate programs at The American College of Financial Services.

Russell Wild

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

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 – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ 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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04/22/2024 Maximizing Retirement Success: Beyond Assets and Liabilities - Chia-Li Chien - Rebroadcast

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