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What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann

1 hr CFP®, CRC®, PACE CE

 

Boomers are redefining aging in retirement and heralding in new community movements, technology and services.


Overall Rating:   4.3 / 5

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Retail:  $29.00      
$29.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Sandra Timmermann, EdD – Successful Aging in Retirement Expert' Sandra Timmermann, EdD, Successful Aging in Retirement Expert        

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About this course:

Retirement security, long term care, housing and lifestyle are top of mind not only for the 50+ population but also for policymakers, government officials and businesses.

 

Find out how these new trends connect with financial services and retirement planning, and gain insights into what’s important to Boomers and older clients.

Sandra Timmermann, EdD – Successful Aging in Retirement Expert  

In this course you will:

  1. Learn about five important trends in aging and why they are taking place.

  2. Gain a better understanding of attitudes, behaviors, concerns and aspirations of Boomers and older consumers and the changing environment that they are living in.

  3. Discover what’s happening at the policy and community level.

  4. Better understand how to interface with other community services.

  5. Be able to connect the dots between financial services and trends that have relevance to your work.

 

Your instructor for this course is:

Sandra Timmermann, EdD, Successful Aging in Retirement Expert, founder and former Executive Director of the MetLife Mature Market. She has served in leadership capacities with a number of national organizations including the Board of Directors of the American Society on Aging, the Chair of the Board of Directors of the National Alliance for Caregiving and the Chair of the Business Forum on Aging.

 

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:
What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann  - Retirement InSight and Trends article

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: 03IRRCConnectDotElearn14
Knowledge Level: 2 - Overview

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