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

 

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:

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

  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.

Retirement Resource Center You Tube ChannelThe 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.

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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 presenters are:

 

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

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

Carol Bogosian, ASA, EA, MAAA

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

 

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1 hr CFP®, CRC®, and other CE Credit Reporting

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