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Women and Retirement - Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

2.0 hrs CFP®, CRC®, PACE CE

By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them.


Overall Rating:   4.8 / 5

Continuing Education Credit Reporting:    
We will report your CFP® and/or CRC® credit (no additional reporting fee) - please add your ID at checkout. You are responsible for reporting ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit.

Retail:  $29.00      
$29.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Cindy Hounsel, JD, President, WISER - Women and Retirement Advocate and Expert - Retirement Speakers Bureau Mary Beth Franklin, CFP® Shelley Giordano - Chair of the Funding Longevity Task Force - Retirement Speakers Bureau Betty Meredith, CFA, CFP®, CRC® - Retirement Speakers Bureau
Hounsell, Franklin, Giordano, Meredith        

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About this course:

In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income.

 

Women and Retirement - Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them. Come to this session to hear a power-packed panel provide specifics about what planners should do to help their women clients be more retirement secure.

 

In this session you will gain ideas for helping your women clients, family and friends be more retirement secure:

  1. Learn about retirement risks faced by women

  2. Learn how to help clients experiencing retirement “shocks” such as divorce, widowhood, or caregiving, protect their retirement security (Cindy Hounsell, JD, President, WISER)

  3. Discover how to help single, married, divorced or widowed clients make an informed Social Security decision that protects their retirement income (Mary Beth Franklin, CFP®)

  4. Learn how home equity can be used beyond just supplemental retirement income (Shelley Giordano, Longevity View Associates)

  5. Experience a before and after case study that applies all the above and provides practical tools for implementing insights with your own clients (Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center)

Your instructors for this course are:

Cindy Hounsell, JD, President, WISER; Mary Beth Franklin, CFP®; Shelley Giordano, Longevity View Associates; and Betty Meredith, CFA, CFP®, CRC® , Int’l Retirement Resource Center

 

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 brief YouTube clips of Retirement Resource Center courses:
Retirement Resource Center  - YouTube clips             
Visit Retirement Insight & Trends for articles by leading industry experts:
Retirement Insight and Trends - Free Newsletter - Each issue worth 1-2 hrs CFP®, CRC®, PACE CE        

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: 90 minute webinar course
SKU: 03IRRCWomenRetirementWebinar16
Knowledge Level: 3 - Intermediate

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