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The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

1 hr CFP®, CRC®, PACE CE

It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement.


Overall Rating:   4.3 / 5

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Retail:  $39.00      
$39.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Mathew Greenwald, PhD, President of Greenwald & Associates, Retirement Research Expert Mathew Greenwald, PhD, President of Greenwald & Associates
Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting        

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About this course:

Little is known about what makes an individual successful in managing through their retirement years – especially when a retiree does not appear to have sufficient assets to actually retire.

 

Whether people have sufficient assets and income for retirement is very dependent on when they decide to retire and how they expect to live during retirement. In addition, certain financial shocks will continue to occur in retirement much like they did during a person’s working lifetime.

 

It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement.

 

Mathew Greenwald, PhD, President of Greenwald & Associates, Retirement Research Expert - Retirement Speakers Bureau This informative, insightful session about how individuals in several focus groups made their retirement decisions in order will help you gain a better understanding of:

  1. the process they used to make decisions

  2. what steps were completed

  3. how finances and other factors were considered in the decision, and

  4. how successful they have been in their retirement years.

Your instructors for this live professional development webinar are:

Mathew Greenwald, PhD, President of Greenwald & Associates, a recognized financial and research expert with more than 30 years’ experience in financial services and market research. He founded Greenwald & Associates in 1985. Today, in addition to providing strategic direction for the company, Matt plays an active role designing and analyzing survey research and conducting focus groups with consumers and financial professionals.

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, an expert in retirement risk. Carol has over 30 years of experience as an actuary providing advice on defined benefit and defined contribution pension plans and retirement planning issues. Her current interests are in improving financial education and literacy in the U.S.

 

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:
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Mathew Greenwald and  Carol Bogosian  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Mathew Greenwald and  Carol Bogosian  - 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: 60 minute elearning course
SKU: 03IRRCDecisionRetireElearn14
Knowledge Level: 2 - Overview

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