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Enough About the Assets Already! - Michael Falk


The financial industry continues to “pump out” more investment products and solutions for your clients and employees to use to build assets for retirement.

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Michael Falk, CFA, CRC®, Consultant and Partner with the Focus Consulting Group – Behavioral Finance & Investment Management Expert Michael Falk, CFA, CRC®, Partner with the Focus Consulting Group - Behavioral Finance & Investment Management Expert        

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About this course:

Michael Falk, CFA, CRC®, Consultant and Partner with the Focus Consulting Group – Behavioral Finance & Investment Management ExpertAs the financial industry continues to "pump out" more investment products and solutions, the financial press continues to "spill ink" on these products and concepts. While the asset side of the equation is definitely important, where is the "ink" regarding the liability side of the equation?


For retirement professionals who serve those who haven't saved enough investable retirement assets, this is a session you'll not want to miss! In another thought-provoking, live one-hour webinar with Michael Falk, CFA, CRC®, you will learn:

  1. Just how much working longer can benefit a pre-retiree

  2. The effect of minimizing debt before retiring;

  3. How not all spending is the same;

  4. How family formation affects retirement security;

  5. The role several types of financial products can play in securing retirement;

  6. The non-financial benefits of happiness and control;

Your presenter for this course is:

Michael Falk, CFA®, CRC®, a partner with the Focus Consulting Group. Formerly, he was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a a multi-faceted understanding of behavioral finance and retirement issues.


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:
Falk - Enough About the Assets Already! - Youtube Clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Falk - Enough About the Assets Already! - Retirement Insight & 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: 03IRRCEnoughAssetsElearn14
Knowledge Level: 2 - Overview