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.
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
1 hr CFP®, CRC®, and other CE Credit Reporting
Overall Rating: 4.4 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 2 – Basic
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.