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Retirement InSight and Trends Newsletter - 2016 - Active Issues

Retirement InSight and Trends Newsletter - 2016 - Active Issues

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 CFP®, CRC®, ASPPA, and PACE CE credit by reading the Retirement Insight and Trends issues below and passing the online quiz.

 

CRC® reporting is free, CFP® reporting $15 (free if you are a member), self-report ASPPA, PACE CE.

What you'll find in 2016 Issues of Retirement Insight and Trends

GAOAndrew Samalin, CFP®, EA, CDFA™ Shelley Giordano, Chair of the Funding Longevity Task Force Articles in the 3rd Quarter - Oct 2016 Issue:

  • InFRE Update: An Explanation of the Changes Made to the July, 2016 CRC® Exam

  • Housing Wealth: A Retirement Asset for the Middle Market, by Shelley Giordano, Chair of the Funding Longevity Task Force

  • Grey Divorce and Retirement, by Andrew Samalin, CFP, EA, CDFA, Expert in Divorce and Retirement

  • RETIREMENT SECURITY – Better Information on Income Replacement Rates Needed to Help Workers Plan for Retirement, An excerpt from the March 2016 GAO Report to Congressional Requesters

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Faisal Habib, PE, MBA, FRM, President of QWeMA Sandra Timmermann, EdD, nationally-recognized gerontologist with a focus on aging and its relation to business Mathew Greenwald, PhD, President and CEO of Greenwald and Associates Articles in the 2nd Qtr - Jul 2016 Issue:

  • InFRE Update: The CRC® Exam is Now Offered via Computer Based Testing

  • How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement, by the Society of Actuaries and Mathew Greenwald, PhD, Retirement Research Expert

  • A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps, by Sandra Timmermann, EdD, Gerontologist, Successful Aging in Retirement Expert

  • Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios, by Faisal Habib, PE, MBA, FRM, President of QWeMA (pronounced KWEE-MA), a division of CANNEX Financial Exchanges Limited

  • How Work & Marriage Trends Affect Social Security’s Family Benefits, by Steven A. Sass, the Center for Retirement Research at Boston College

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Michael Falk, CFA, CRC® Stephen Horan, PhD, CFA, CIPM David Blanchett, CFA, CFP®, AIFA Articles in the 1st Qtr - Jul 2016 Issue:

  • No Portfolio is an Island, by David Blanchett, CFA, CFP®, AIFA® – Head of Retirement Research, Morningstar

  • Tax Efficient Drawdowns in Retirement, by Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute

  • Housing for Retirees: Buy, Sell or Hold?, by Michael Falk, CFA, CRC®, Focus Financial Consulting

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Retirement Insight and Trends - 2016

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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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