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Retirement Insight and Trends --- FREE Quarterly online newsletter - Earn 1-2 CE each issue!

Retirement Insight and Trends --- FREE Quarterly online newsletter - Earn 1-2 CE each issue!

InFRE's "Retirement Insight and Trends" newsletter is written to keep you abreast of what's happening in the field of retirement readiness, counseling, planning and income management.

 

Earn 1 hour of CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit for each of the issues listed here by reading the articles and passing the online quiz. CRC® reporting is free. CFP® reporting is $15 (free if you are a member). You self-report ASPPA, CLU®, ChFC®, RICP®, CASL and other CE.

 

CLU®, ChFC®, RICP®, CASL and other CE courses ASPPA CE courses CRC® CE courses CFP® CE courses Each issue consists of 3 - 5 articles by leading retirement industry experts including those pictured below and many others, covering topics that will help you help your clients, employees, or yourself as a future retiree to be on top of trends in the field of retirement.

 

Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader
Anna Rappaport
Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute
Stephen Horan
Alexandra Macqueen, CFP® – Personal Finance Author & Expert
Alexandra Macqueen
Manish Malhotra, MBA – Expert on Retirement Income Planning Software
Manish Malhotra
Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert
Jodi DiCenzo
John E. Nelson – Purposeful Retirement Advocate, Author & Coach
John Nelson
Greenwald, Matthew, PhD – Retirement Research Expert
Mathew Greenwald
Appleby, Denise, APA, CISP, CRPS, CRC®, CRSP – IRA Strategies for Mistakes Prevention Expert
Denise Appleby
Blanchett, David, CFA, CFP®, AIFA – Past president of the Association of Divorce Financial Planners
David Blanchett
Giordano, Shelley – Chair of the Funding Longevity Task Force
Shelley Giordano
Falk, Michael, CFA, CRC® – Behavioral Finance and Investment Management Expert
Michael Falk
Timmermann, Sandra, EdD – Successful Aging in Retirement Expert
Sandra Timmermann

Retirement Insight and Trends - Most Recent Issue

Kevin S. Seibert, CFP®, CRC®, CEBSCindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith Steve Vernon, FSA Articles in the 4th Quarter - Jan 2017 Issue:

  • InFRE Update: CRC® Certification Can be One Answer to the DOL Fiduciary Rule

  • Women and Retirement, by Cindy Hounsell, JD, President of Wiser, Mary Beth Franklin, CFP®, and Betty Meredith, CFA, CFP®, CRC®, President of Int’l Retirement Resource Center

  • Optimal Retirement Income Solutions in Defined Contribution Plans, by Steve Vernon, F.S.A., Research Scholar, Stanford Center on Longevity

  • 401(K) PLANS: DOL Could Take Steps to Improve Retirement Income Options for Plan Participants, An excerpt from the August 2016 GAO Report to Congressional Requesters

Some of the topics covered in this issue:

  1. Learn how women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income.

  2. By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them.

  3. Conclusion highlights from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity.

  4. View illustrations of analytical frameworks for evaluating retirement income generators (RIGs) that could be offered in defined contribution retirement plans, and how to use a diversified portfolio approach for developing retirement income strategies.

  5. Learn about seven recommendations to DOL, including that it clarify the criteria to be used by plan sponsors to select an annuity provider, consider providing limited liability relief for offering an appropriate mix of lifetime income options, issue guidance to encourage plan sponsors to select a record keeper that offers annuities from other providers, and consider providing RMD-based default lifetime income to retirees.

Add to Cart Add to Cart Add this FREE issue to your cart then CHECK OUT here.

 

Retirement Insight and Trends - Past Issues by Year

Click the icons below to view other issues by year or click here for a chronological list of past issues.

 

Retirement InSight and Trends Newsletter - 2016 - Active Issues Retirement InSight and Trends Newsletter - 2015 - Active Issues
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Retirement Insight and Trends - Chronological listing of all issues

 

Add to CartEarn CE with free back issues!

 

Did you miss an issue of Retirement Insight and Trends? Just click "Add to Cart" next to any of the past issues below you may have missed. Then CHECK OUT HERE to earn CFP®, CRC®, ASPPA, and PACE CE credit by reading the articles and passing the online quiz. CRC® reporting is free, CFP® reporting $15 (FREE if you are a member); self-report ASPPA, PACE CE.

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InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 1st Qtr 2015 free quarterly newsletter has articles by leading retirement experts Seibert, Timmermann, Falk and Nelson.
$0.00
InFRE's 2015 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2015 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 2nd Qtr 2015 free quarterly newsletter has articles by leading retirement experts Blanchett, McPherson, Nelson, Fornia, and Rhee.
$0.00
InFRE's 2015 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2015 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 3rd Qtr 2015 free quarterly newsletter has articles by leading retirement experts Mastrogiovanni, Kessler, Baker, Cloke, and Appleby.
$0.00
InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 4th Qtr 2015 free quarterly newsletter has articles by leading retirement experts Bischoff, Macqueen, and Sullivan.
$0.00
InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- Apr 2016 articles include No Portfolio Is an Island by Blanchett, Tax Efficient Drawdowns by Horan, and Housing for Retirees by Falk
$0.00
InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

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
$0.00
InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The October 2016 free newsletter features articles on Housing Wealth by Shelley Giordano, Grey Divorce by Andrew Samalin, and a brief of the GAO study on retirement security.
$0.00
InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The January 2017 free quarterly newsletter features articles on Women and Retirement, Optimal Retirement Income Solutions in DC Plans, and an excerpt GAO Report on 401(K) Plans.
$0.00
InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The April 2017 free quarterly newsletter features articles on Three Steps to Helping Clients Manage Health Costs, How to Use Reverse Mortgages, and Change in Household Spending.
$0.00
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