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InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- 2016 2nd Qtr free newsletter features Greenwald on Middle Income Retirement, Timmermann on the Aging Brain, and Habib on Retirement Income Sustainability
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About this issue of Retirement Insight and Trends:

Faisal Habib, PE, MBA, FRM, President of QWeMA Sandra Timmermann, EdD, nationally-recognized gerontologist with a focus on aging and its relation to business Mathew Greenwald, PhD, President and CEO of Greenwald and Associates Articles in the 2nd Qtr - Jul 2016 Issue:

  • InFRE Update: The CRC® Exam is Now Offered via Computer Based Testing

  • How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement, by the Society of Actuaries and Mathew Greenwald, PhD, Retirement Research Expert

  • A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps, by Sandra Timmermann, EdD, Gerontologist, Successful Aging in Retirement Expert

  • Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios, by Faisal Habib, PE, MBA, FRM, President of QWeMA (pronounced KWEE-MA), a division of CANNEX Financial Exchanges Limited

  • How Work & Marriage Trends Affect Social Security’s Family Benefits, by Steven A. Sass, the Center for Retirement Research at Boston College

In this retirement-specific newsletter, planners will learn about:

  1. Retirees’ biggest financial concerns about retirement; the most common financial shocks experienced in retirement and their impact;

  2. How people deal with a variety of retirement risks;

  3. How people their manage income and spending retirement years;

  4. The aging brain; gain a better understanding of diseases of the brain such as Alzheimer’s and the behaviors that result;

  5. Normal age-related changes in memory that occur in the brain and strategies to maintain brain health;

  6. How to detect elder financial abuse;

  7. Possible interventions and actions that advisors can take before and after their clients become cognitively impaired;

  8. The risks faced by clients as they transition into retirement; metrics that are used to build optimal product allocation between annuities and traditional investments;

  9. How to measure the tail risk of product portfolios; identify the client portfolios that need careful (or constant) monitoring using these metrics;

  10. A case study that applies these metrics and help your clients manage the risks in their portfolios.

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Other issues of Retirement Insight and Trends:

See a summary of the most recent issue here, or click the icons below to view other issues by year. View all back issues in chronological order here, where you can easily select and add to cart all the free issues you might have missed.


Retirement InSight and Trends Newsletter - 2017 - Active Issues Retirement InSight and Trends Newsletter - 2016 - Active Issues Retirement InSight and Trends Newsletter - 2015 - Active Issues
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SKU: 03InFREJuly2016Issue16