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.
Four key retirement realities that are often overlooked by financial advisors when developing a financial plan that can significantly impact retirement projections and corresponding recommendations, include that retirees tend to retire early (and suddenly), most retirees don’t work in retirement, retirees typically live longer than they expect, and retirees tend to increase spending by less than inflation.
While the aggregate impact of these effects on required retirement savings is mixed, incorporating these insights into a financial plan is important to help set realistic client expectations and to ensure the underlying assumptions in the financial plan are as accurate as possible!
David Blanchett, Ph.D., CFA, CFP®, is the head of retirement research for Prudential Financial, Inc. and a portfolio manager for PGIM. In his role, Blanchett focuses on advancing innovative retirement solutions to help improve outcomes for workers and retirees. As portfolio manager at PGIM, the global investment management business of Prudential, he is responsible for the portfolio management and investment strategy of target date and retirement spending solutions.
He is also an adjunct professor of wealth management at The American College of Financial Services and a research fellow for the Alliance for Lifetime Income. Blanchett has published over 100 papers in a variety of academic journals that have received a variety of awards. He is often featured across major publications and financial industry media. When David isn’t working, he’s probably out for a jog, playing with his four kids, or rooting for the Kentucky Wildcats.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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.
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!
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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