John Nelson, CRC®

John Nelson, CRC®

John Nelson, CRC®, is the 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. You can see some of his work for retirement professionals below.

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A Comprehensive Approach to Retirement Education: The Retirement Well-being Model Elearning

A Comprehensive Approach to Retirement Education: The Retirement Well-being Model Elearning

*1.5 hours of CRC® CE*
This eye-opening presentation goes beyond the financial aspects of retirement planning and introduces a comprehensive, interdisciplinary approach: the Retirement Well-Being Model.
$29.00
A Comprehensive Approach to Retirement Education: The Retirement Well-being Model  MP3 Audio

A Comprehensive Approach to Retirement Education: The Retirement Well-being Model MP3 Audio

*1.5 hours of CRC® CE*
This audio version of the online presentation covers the financial aspects of retirement planning and introduces the interdisciplinary Retirement Well-Being Model.
$12.95
A Comprehensive Approach to Retirement Education: The Retirement Well-being Model  MP3 & Handout

A Comprehensive Approach to Retirement Education: The Retirement Well-being Model MP3 & Handout

*1.5 hours of CRC® CE*
This audio version plus handout of the online presentation covers the financial aspects of retirement planning and introduces the interdisciplinary Retirement Well-Being Model.
$18.95
Retirement Knowledge and Readiness workshop video

Retirement Knowledge and Readiness workshop video

*1.5 hours of CRC® CE*
InFRE worked with OPM creating a retirement readiness profile to help OPM comply with a mandated retirement financial literacy initiative for federal workers.
$29.00
The Concept of Retirement Readiness Elearning

The Concept of Retirement Readiness Elearning

CRC ® & CFP® CE
With the first Baby Boomers approaching retirement, the Concept of “Retirement Readiness” is on center stage. Does the average worker really know what it takes to be retirement ready?
$29.00
The Concept of Retirement Readiness MP3 Audio

The Concept of Retirement Readiness MP3 Audio

CRC ® & CFP® CE*
With the first Baby Boomers approaching retirement, the Concept of “Retirement Readiness” is on center stage. Does the average worker really know what it takes to be retirement ready?
$12.95
The Concept of Retirement Readiness  MP3 & Handout

The Concept of Retirement Readiness MP3 & Handout

CRC ® & CFP® CE*
With the first Baby Boomers approaching retirement, the Concept of “Retirement Readiness” is on center stage. Does the average worker really know what it takes to be retirement ready?
$18.95
What Color Is Your Parachute? FOR RETIREMENT Video

What Color Is Your Parachute? FOR RETIREMENT Video

*1.5 hours of CRC® CE*
Retirement well-being requires the application of relevant concepts from varied disciplines such as economics, medicine, psychology and other fields.
$29.00
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