Archive for 1.5 hr CE courses

Estimating the True Cost of Retirement – David Blanchett – Learn more

  Retirement is the most expensive “purchase” faced by most individuals. In order to properly forecast the value of assets during retirement, it is important to consider several other variables when estimating a person’s total retirement liability, such as their optimal replacement rate, their forecasted retirement period, and what it truly means to fail (or […]

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Posted in: 1. PLAN for Retirement Readiness, 1.5 hr CE courses, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Retirement Happiness: Planning for a Successful Transition – John Nelson – Learn more

  Gain insight into how financial security doesn’t automatically create happiness in retirement. Retirement planning and education programs provide tools and checklists for a successful financial transition. But financial security doesn’t automatically create happiness in retirement. Emerging research shows what actually leads to happiness — and it’s not obvious. This session shares practical tools and […]

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Posted in: 1. PLAN for Retirement Readiness, 1.5 hr CE courses, Online Retirement CE Professional Development Courses, Overview Level Courses

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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – Learn more

  Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers. This presentation highlights conclusions from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement […]

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Posted in: 1.5 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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