In the past, most organizations approached retirement as a primarily financial transition, but the nature of retirement itself is changing. Current and future retirees will encounter many more obstacles—and opportunities—than their predecessors. Workers face longer life spans, more complex medical decisions, possible geographic relocations, changing social roles, and potential later life careers. These factors all have financial and non-financial ramifications.
The Retirement Well-Being Model is a practical tool which draws on emerging research from economics, psychology, medicine and other fields to provide an integrated method for designing and managing retirement education. It provides the underlying structure for the Federal Retirement Readiness Education Project, and is being implemented in nonprofit and corporate organizations as well. It’s also the foundation for the new book,
What Color Is Your Parachute? FOR RETIREMENT.
This presentation is a must for all retirement professionals interested in:
- Understanding the changing nature of retirement.
- Integrating various aspects of retirement and benefits education into a cohesive whole.
- Strengthening succession planning by helping workers plan more effectively for retirement.
While the Retirement Well-Being Model is deeply based in theory, it’s also eminently practical. You’ll come away from this session with ideas that you can implement immediately.
Your presenter for this course is
John Nelson, CRC®, coauthor of
What Color Is Your Parachute? FOR RETIREMENT, and creator of the
Retirement Well-Being Model. He is a Certified Retirement Counselor®, and 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.
Click here to see other works by John Nelson.
