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Retirement Happiness: Planning for a Successful Transition - John Nelson

1.5 hrs CFP®, CRC®, PACE CE

Gain insight into how financial security doesn't automatically create happiness in retirement.


Overall Rating:   4.6 / 5

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You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
John Nelson - Purposeful Retirement Advocate & Coach, Co-Author 'What Color Is Your Parachute? for Retirement' John Nelson, Purposeful Retirement Advocate & Coach, Co-Author What Color Is Your Parachute? for Retirement        

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About this course:

Retirement planning and education programs provide tools and checklists for a successful financial transition.

 

But financial security doesn't automatically create happiness in retirement. Emerging research shows what actually leads to happiness -- and it's not obvious. This session shares practical tools and checklists for planning a happy retirement.

John E. Nelson, Purposeful Retirement Author and Advocate 

In this session you will learn:

  1. A Nobel Prize winner's discovery regarding income and happiness.

  2. The main types of happiness -- and how retirement affects each.

  3. Greatest risks to happiness during the different stages of retirement.

  4. How to use Modern Portfolio Theory to help people plan their life in retirement.

  5. A practical approach for creating a personalized "happiness allocation."

 

Your presenter for this course is:

John Nelson, Purposeful Retirement Author and Advocate. John is the coauthor of What Color Is Your Parachute? FOR RETIREMENT, and creator of the Retirement Well-Being Model. He is also the author of the “Retirement Readiness” section for the CRC® #4 Manual: Fundamentals of Retirement Income Planning. After many years as a pension consultant, John is earning a PhD at the University of Wisconsin, with a focus on retirement education. He is also a Research Fellow of the California Institute of Finance.

 

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:
What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Retirement Happiness: Planning for a Successful Transition - John Nelson  - 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: 90 minute elearning course
SKU: 03IRRCRetHappinessElearn15
Knowledge Level: 2 - Overview

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