Global changes in demographics, behavior, and policy are dramatically transforming the retirement landscape. Learn how retirement professionals are ideally positioned to help their clients navigate their retirement from a lineup of researchers, academics, and practitioners.
Global changes in demographics, behavior, and policy are dramatically transforming the retirement landscape. These trends create both challenges and opportunities for advisors with clients approaching or living in retirement. Advisors can add significant value for their clients by preparing them for a new retirement mindset, holistically planning for unique retirement risks and income needs, and addressing critical decisions as they transition out of the workforce. In this on-demand recording, learn how retirement professionals are ideally positioned to help their clients navigate their retirement from a lineup of researchers, academics, and practitioners.
Included Content:
- Wealth Planning for Modern Families | Angie O'Leary | 1 CE credit
- Behavioral Finance Tactics to Improve Retirement Readiness | Herman Brodie | 1 CE credit
- Plan for the 21st Century Retirement | Steve Vernon | 1 CE
Continuing Education (CE) Credit:
-3 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must watch each presentation for the required 50-minute minimum; credit is awarded at one time, upon successful completion of the full program
-Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
Expiration:
This program is only available for online viewing for one year from the date purchased.