The Concept of “Retirement Readiness” is on Center Stage at the National Level. Does the average worker really know what it takes to be retirement ready? With the first Baby Boomers approaching retirement, national attention is focused on their state of “Retirement Readiness.” How well prepared will they be for retirement? Only time will tell.

On a more practical level, what does Retirement Readiness mean for better serving the client and employees you work with every day? Does it happen only as they approach retirement, or across their whole career? Whether you think in terms of the 70-85% rule-of-thumb for retirement income—or the latest Monte-Carlo analysis—finances are only one dimension of Retirement Readiness.

Concerns over medical care and the ever-lengthening life span are now causing people to focus on their health. Also, as more retirees continue to work, simple ideas about retirement as leisure are changing. Should engagement—for pay or not—be part of their retirement planning as well? How are these issues different for those with plenty of money, versus those who will just “squeak by?”

In this hour-and-a-half web course we will explore:

• The three dimensions of Retirement Readiness.
• The six kinds of knowledge that help people prepare for retirement well-being.
• A simple, practical model you can put to work right away.
• Where to go for worksheets and checklists that can complement your financial materials.
• Answers to your retirement readiness questions.

Your presenter for this course is John Nelson, CRC®, coauthor of What Color Is Your Parachute? FOR RETIREMENT, and creator of the Retirement Well-Being Model. He is a Certified Retirement Counselor®, and 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. Click here to see other works by John Nelson.