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Retirement as a Time to Reinvent, Rewire and Renew - Diane Savage

1.0 hr CFP®, PACE; 1.5 hrs CRC® CE

Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face.


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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:
Diane C. Savage, Founder and President of Goodlife  Diane C. Savage, CFP®, CRC®, Founder and President of Goodlife        

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About this course:

In previous communication models, many organizations approached retirement as a primarily financial transition.

 

But in today’s increasingly complex social environment, current and future retirees face many more decisions and obstacles than their predecessors. This unique course will examine the personal meaning of retirement as well as transitioning, aging, time management and life satisfaction as these areas become increasingly relevant to pre-retirement and retirement preparation. Join us to take a look beyond the financial aspects of retirement planning and provides a holistic model accounting for the many cultural, social and personal factors one faces along the way.

 

A must for all retirement professionals and especially for employers and plan sponsors, this web course will present suggestions to help you:

  • Evolve toward a holistic model of retirement planning

  • Appreciate the role of preparing employees for a real-life retirement

  • Strengthen employees succession planning by helping workers plan more effectively for retirement

Your presenter for this session is:

Diane C. Savage, CFP®, CRC®, Founder and President of Goodlife. Diane consults with both individuals and organizations interested in planning for the "new" retirement. Her knowledge and expertise in programs focusing on the psychological/social issues of retirement; financial goal setting; retirement/pre-retirement planning; financial decision-making skills; financial issues for eldercare; money decisions for women; utilizing company benefit plans; and owning your role in retirement security are nationally recognized. She also has coordinated a Successful Aging grant from The Cleveland Foundation as well as working as a Senior Retirement Consultant and national resource for financial and retirement education at Watson Wyatt.

She holds a Master's in Student Development in Higher Education from Case Western Reserve University and a B.A. in Secondary Education, English and Business from Ursuline College (Cleveland, OH).

 

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:
Retirement Resource Center  - YouTube clips             
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 find that you need to return this merchandise please see our refund policy.

Specifications: 90 minute elearning course
SKU: 03IRRCRewireRenewElearn07
Knowledge Level: 2 - Overview

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