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Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - Rebroadcast

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Behavioral research often stands in stark contrast to rational expected behavior. Gain more clarity about how and why employees and consumers make retirement decisions.


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Retail:  $39.00      
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Online elearning & MP3 Audio Download
Presenter:
Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert, Behavioral Research Associates, LLC , Behavioral Research Associates, LLC Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert, Behavioral Research Associates, LLC , Behavioral Research Associates, LLC        

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About this course:

Behavioral research often stands in stark contrast to rational expected behavior.

 

Behavioral research improves your ability to make informed decisions based on actual consumer or employee behavior, rather than relying on educated guesses or opinions. And, behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior.

 

Jodi DiCenzo has performed extensive research to gain firsthand insight into employees’ retirement-related decisions and choice. In this course she presents her findings as well as other research that goes beyond automatic enrollment as the predominant solution for improving employee plan participation, deferral and investing behaviors.

 

In this session you'll gain:

  1.  The Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA A greater understanding of employee retirement-related decision-making

  2. Behaviorally-based prescriptions for improving worker’s retirement outcomes

  3. Ideas for public and private sector employers to increase employee involvement with planning for retirement, which is especially relevant now for public plans which are adding more defined contribution characteristics to their retirement benefits

  4. Insights into plan sponsor decision making

Your instructor for this course is:

Jodi DiCenzo, CFA, CPA, leader of Behavioral Research Associates, LLC, an applied behavioral research and consulting firm specializing in consumer financial decision making. Jodi founded the firm in 2006 after a four-year partnership with Shlomo Benartzi, Ph.D., one of the most recognized behavioral economic thought leaders. She has over 25 years of experience in consulting financial service firms and brings a practical approach to applying academic behavioral research in real world contexts to help optimize individuals’ financial outcomes. Jodi also provides guidance to retirement systems adding defined contribution characteristics to their employee retirement plans.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View a brief YouTube clip of this and other courses:
Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Retirement Insight and Trends - Free Newsletter - Each issue worth 1-2 hrs CFP®, CRC®, PACE CE        

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute elearning course
SKU: 03IRRCBehavFinRetireElearn13
Knowledge Level: 3 - Intermediate

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