50+ CE Courses $39 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Off With Your (Rule of) Thumbs! - Michael Falk

1 hr CFP®, CRC®, PACE CE

Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, "immunize before we optimize".


Overall Rating:   4.3 / 5

Continuing Education Credit Reporting:    
We will report your CFP® and/or CRC® credit (no additional reporting fee) - please add your ID at checkout. You are responsible for reporting for ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit.

Retail:  $29.00      
$29.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
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        

Receive this course with no extra fee when you become a 90 Day Member for $99

Become a Retirement Resource Center Professional Development Member and SAVE on CE! Do you need to earn multiple CE credits?

 

Professional Development - Premier Membership Professional Development - Premier Membership Become a Member for

FULL ACCESS to 50+ CE courses

Including this course, no extra fee!

$99 - 90 Days Full Access or

$199 - 365 Days Annual Premier.


About this course:

Michael Falk, CFA, CRC®, Consultant and Partner with the Focus Consulting Group – Behavioral Finance & Investment Management Expert There are several well-accepted schools of thought used today by many professionals for retirement planning.

 

Based on his belief that it is important to “immunize before you optimize” for retirement income, Michael Falk invites attendees of this one-hour session to re-evaluate the wisdom of:

  1. Targeting an income replacement rate

  2. Using the 4% Rule as a primary income strategy

  3. Retiring to take advantage of outdated or artificial constructs

  4. Selecting asset allocation based on age

  5. Using long-term care insurance

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 - Off With Your (Rules of) Thumbs! - Youtube Clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Falk - Off With Your (Rules of) Thumbs! - 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: 03IRRCRuleOfThumbsElearn15

-