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Misperceptions and Management of Retirement Risks - Carol Bogosian

1 hr CFP®, CFP®, PACE CE

Gain insight into how to help employees and clients better understand, prepare for and manage their retirement risks based on fifteen years of research conducted by the Society of Actuaries.


Overall Rating:   4.5 / 5

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Retail:  $29.00      
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You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting – Retirement Risk Expert - Retirement Speakers Bureau Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting – Retirement Risk Expert        

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About this course:

How can you help increase your clients’ and employees’ chances of retirement success?

 

This session highlights key research conducted by the Society of Actuaries, much of which InFRE participated in over the last fifteen years, concerning misunderstandings of the risks faced by the mid-market in their post-retirement years and how most people are simply unprepared.

 

Find out what you can do to help increase your clients’ and employees' chances of retirement success by realistically addressing the risks they’ll face in retirement.

 

In this session you'll learn:

  1. Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting – Retirement Risk ExpertPost retirement risk concerns of today’s workers and retirees

  2. How and when people retire

  3. What role working in retirement plays

  4. The importance of housing

  5. How well people understand longevity

  6. Planning for the phases of retirement

  7. Ideas for planning approaches.

Your instructor for this course is:

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting – Retirement Risk Expert. Carol has over 30 years of experience as an actuary providing advice on defined benefit and defined contribution pension plans and retirement planning issues. Before starting her own firm, she was a principal in a major consulting firm as a senior actuary and consultant providing retirement services to individuals and corporate clients. She completed the Financial Planning Certificate program, gaining her perspective of the employee’s overall financial needs. Her current interests are in improving financial education and literacy in the U.S.

 

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:
Misperceptions and Management of Retirement Risks - Carol Bogosian  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Misperceptions and Management of Retirement Risks - Carol Bogosian  - 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: 03IRRCMisManageRiskElearn13
Knowledge Level: 3 - Intermediate

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