50+ CE Courses $39 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Carol Bogosian, ASA, EA, MAAA

Carol Bogosian, ASA, EA, MAAA

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, is an expert in retirement risk.

 

Passion/Expertise:

 

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.

 

Position/Experience:

 

Carol was a principal in a major consulting firm as a senior actuary and consultant providing retirement services to individuals and corporate clients before starting her own firm, CAB Consulting. She completed the Financial Planning Certificate program, gaining her perspective of the employee’s overall financial needs.

 

She currently serves on the Pension Section Council and the Post Retirement Needs and Risk Committee of the Society of Actuaries and the Chicago Bar Associations’ Joint Task Force on Women and Aging. She also serves on the Employee Benefits Advisory Board for The John Marshall Law School.

 

 


 

Misperceptions and Management of Retirement Risks - Carol Bogosian   - YouTube clip View YouTube clips from recent Retirement Resource Center

webinars including Carol Bogosian's

The Stage is Set for Serving the Mid-Market.

 


 

Publications/Presentations:

 

Carol has published articles for the Plan Sponsor Council of America and WISER. She has spoken at various professional associations on retirement and financial planning topics.

 


 

Misperceptions and Management of Retirement Risks - Carol Bogosian   - Retirement InSight and Trends article Read a summary transcript of Carol Bogosian's presentation The Stage is Set for Serving the Retirement Needs of the Middle Market in the 4th Qtr 2013 issue of "Retirement Insight and Trends".

 


 

 

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting – Retirement Risk Expert - Retirement Speakers Bureau Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, Retirement Risk Expert, is available to do presentations on a variety of topics for your retirement professional development or consumer events.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

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$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
A New Model for Retirement Education and Counseling - Willett, Helman, Greenwald

A New Model for Retirement Education and Counseling - Willett, Helman, Greenwald

1.5 hrs CRC® CE

Explore how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.

$29.00
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

1 hr CFP®, CRC®, PACE CE

Gain insight into the most common financial shocks experienced by those who have been retired for at least 15 years, and how they handled those financial shocks.

$29.00
Misperceptions and Management of Retirement Risks - Carol Bogosian

Misperceptions and Management of Retirement Risks - Carol Bogosian

1 hr CFP®, CFP®, PACE CE

Gain insight into how to help employees and clients better understand, prepare for and manage their retirement risks based on fifteen years of research conducted by the Society of Actuaries.

$29.00
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

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.

$29.00
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