This course will be LIVE on: Thursday, May 15, 2025, 2:00 PM – 3:00 PM EDT.

Attend the upcoming LIVE WEBINAR without the need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. 

Despite growing complexity in retirement planning, many Americans still approach this stage with uncertainty and anxiety. 

The 2023 Retirement Income Literacy Survey (RILS) reveals gaps in both knowledge and confidence among pre-retirees and retirees. 

These gaps can lead to poor decision-making, reduced plan adherence, and lower satisfaction in retirement. This workshop uses RILS data to examine how working with a financial advisor can improve client outcomes—specifically by increasing confidence and reducing anxiety. It will explore how a client’s perception of their advisor’s knowledge influences trust, belief in the plan, and overall retirement readiness. The session will conclude with actionable strategies advisors can use to improve how clients perceive their knowledge, ultimately strengthening the advisor-client relationship and supporting better retirement decisions.

In "Confidence Counts: How Advisors Boost Retirement Readiness" with Eric Ludwig, you will:

1. Quantify the impact of a financial advisor on client confidence and anxiety, using data from the 2023 Retirement Income Literacy Survey;
2. Analyze how clients’ perceptions of advisor knowledge influence their confidence in the advisor and their retirement plan;
3. Apply strategies for financial advisors to enhance client perceptions of advisor expertise, fostering stronger client relationships. 

Your presenter is Eric Ludwig, Ph.D., CFP, Assistant Professor of Retirement Income, RICP® Program Director, Executive Director of the Center for Retirement at The American College of Financial Services. 

Eric Ludwig, Ph.D., CFP, stands at the intersection of academia and real-world financial expertise. As a well-regarded retirement planning thought leader, he serves as an Assistant Professor of Retirement Income and directs the RICP® program. In his role as the Executive Director of the Center for Retirement at The American College of Financial Services, Eric's dedication to research and innovation is evident. He's committed to crafting solutions that not only ensure financial stability for investors but also enrich their personal lives, recognizing the intertwined nature of financial security and personal fulfillment in retirement.

Ludwig has been in the financial services industry for over 16 years, ten of which as the CEO at Stockbridge Private Wealth Management. This blend of hands-on industry experience and academic rigor equips him with a dynamic and pragmatic viewpoint. His multifaceted expertise as a practitioner, educator, and researcher grants him a profound grasp of behavioral finance and retirement planning, leading to pioneering research in the field. 

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. 

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