The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups – Greenwald and Bogosian

Little is known about what makes an individual successful in managing through their retirement years – especially when a retiree does not appear to have sufficient assets to actually retire.

Whether people have sufficient assets and income for retirement is very dependent on when they decide to retire and how they expect to live during retirement. In addition, certain financial shocks will continue to occur in retirement much like they did during a person’s working lifetime.

It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement.

This informative, insightful session about how individuals in several focus groups made their retirement decisions in order will help you gain a better understanding of:

  1. the process they used to make decisions
  2. what steps were completed
  3. how finances and other factors were considered in the decision, and
  4. how successful they have been in their retirement years.

Mathew Greenwald, PhD, President of Greenwald & Associates, Retirement Research Expert Mathew Greenwald, PhD, President of Greenwald & Associates

Mathew Greenwald, PhD, President of Greenwald & Associates, a recognized financial and research expert with more than 30 years’ experience in financial services and market research. He founded Greenwald & Associates in 1985. Today, in addition to providing strategic direction for the company, Matt plays an active role designing and analyzing survey research and conducting focus groups with consumers and financial professionals.

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, an expert in retirement risk. Carol has over 30 years of experience as an actuary providing advice on defined benefit and defined contribution pension plans and retirement planning issues. Her current interests are in improving financial education and literacy in the U.S.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE 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 all other certifications for CE credit.

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups – Greenwald and Bogosian

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCDecisionRetireElearn14

MP3 Audio Download and PDF handoutKnowledge Level:   2 – Basic

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