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How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

1 hr CFP®, CRC®, PACE CE

Gain insight into the most common financial shocks experienced by those who have been retired for at least 15 years, and how they handled those financial shocks.


Overall Rating:   4.2 / 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:
Mathew Greenwald, PhD, President of Greenwald & Associates, Retirement Research Expert Mathew Greenwald, PhD, President of Greenwald & Associates
Cindy Levering, EA, Former Senior Vice President and Consulting Actuary at Aon Consulting        

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About this course:

The Society of Actuaries recently conducted 12 focus groups with people who have been retired for at least 15 years to gain insights on which, if any, financial shocks they experienced and how they handled those financial shocks.

 

This work was supplemented by 15 interviews with spouses and grown children of older people who have needed long term care, to get a sense of the impact of their experiences. In addition, the Society of Actuaries also recently completed its eighth biennial survey of people ages 40 – 80 about their understanding of retirement risks and how they plan for those risks in this era of increased personal responsibility.

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald  

In this session you will learn:

  1. Retirees’ biggest financial concerns about retirement

  2. The most common financial shocks experienced in retirement and their impact

  3. How people deal with a variety of retirement risks

  4. How people their manage income and spending retirement years.

Your instructors for this course are:

Mathew Greenwald, PhD, President of Greenwald & Associates, a recognized financial and research expert with more than 30 years’ experience in financial services and market research. He founded Greenwald & Associates in 1985. Today, in addition to providing strategic direction for the company, Matt plays an active role designing and analyzing survey research and conducting focus groups with consumers and financial professionals.

Cindy Levering, EA, Former Senior Vice President and Consulting Actuary at Aon Consulting. Cindy regularly consulted with corporate and not-for-profit clients on the design, funding and administration of their qualified and non-qualified defined benefit, defined contribution and other post-retirement benefit plans. Ms. Levering currently serves on the Committee on Post-Retirement Needs and Risks, is Chair of the Society of Actuaries (SOA) Pension Section Research Team and is an appointed member of the SOA's Pension Section Council. In 2016, Cindy was named to the Department of Labor’s Advisory Council on Employee Welfare and Pension Benefit Plans, known as the ERISA Advisory Council. She is an Associate of the Society of Actuaries, a member of the American Academy of Actuaries, is an enrolled actuary (EA) under ERISA.

 

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 brief YouTube clips of Retirement Resource Center courses:
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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 webinar course
SKU: 03IRRCMiddleIncomeWebinar16
Knowledge Level: 2 - Overview

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