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Retirement Happiness: Planning for a Successful Transition - John Nelson

Gain insight into how financial security doesn’t automatically create happiness in retirement.

Retirement planning and education programs provide tools and checklists for a successful financial transition.

But financial security doesn’t automatically create happiness in retirement. Emerging research shows what actually leads to happiness — and it’s not obvious. This session shares practical tools and checklists for planning a happy retirement.

In this session you will learn:

  1. A Nobel Prize winner’s discovery regarding income and happiness.
  2. The main types of happiness — and how retirement affects each.
  3. Greatest risks to happiness during the different stages of retirement.
  4. How to use Modern Portfolio Theory to help people plan their life in retirement.
  5. A practical approach for creating a personalized “happiness allocation.”

Your presenter is John Nelson, Purposeful Retirement Advocate & Coach, Co-Author What Color Is Your Parachute? for Retirement and Creater of the Retirement Well-Being Model. 

John E. Nelson – Purposeful Retirement Advocate, Author & CoachJohn is the author of the “Retirement Readiness” section for the CRC® #4 Manual: Fundamentals of Retirement Income Planning. After many years as a pension consultant, John is earning a PhD at the University of Wisconsin, with a focus on retirement education. He is also a Research Fellow of the California Institute of Finance.

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) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Retirement Happiness: Planning for a Successful Transition - John Nelson

Overall Rating: 4.3 / 5

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ 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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Retirement Happiness: Planning for a Successful Transition - John Nelson

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