What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness – John Nelson – Learn more
Some workers seek out retirement planning information — while others avoid it. They all hope to have a good life in retirement, yet approach it differently.
When people do “life planning,” it helps them do a better job of retirement planning. Learn how to engage your audience by using a broader approach.
How can you help people become more fully engaged? How can you prompt them to design their next stage of life — even if they’ve been putting it off?
Gain insights and ideas on how to enlist an employees’ or clients’ whole person into planning for their retirement well-being.
This session shows you how to connect with your audience by:
- Acknowledging their fears and concerns — including ones they don’t talk about.
- Tapping into their greatest hopes and dreams for the future.
- Identifying the biggest blind spots in their retirement planning.
The Retirement Resource Center YouTube channel features short clips of presentations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.
Overall Rating: 4.4 / 5
Retail: $29.00Add to Cart
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is John Nelson, Purposeful Retirement Advocate & Coach, Co-Author What Color Is Your Parachute? for Retirement and Creator of the Retirement Well-Being Model.
John is the 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.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
Invest in Your Retirement Expertise
1 hr CFP®, CRC®, and other CE Credit Reporting
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