The financial industry continues to “pump out” more investment products and solutions for your clients and employees to use to build assets for retirement.
Behavioral research often stands in stark contrast to rational expected behavior.
As the financial industry continues to “pump out” more investment products and solutions, the financial press continues to “spill ink” on these products and concepts. While the asset side of the equation is definitely important, where is the “ink” regarding the liability side of the equation?
For retirement professionals who serve those who haven’t saved enough investable retirement assets, this is a session you’ll not want to miss!
In another thought-provoking, live one-hour webinar with Michael Falk, CFA, CRC®, you will learn:
- Just how much working longer can benefit a pre-retiree;
- The effect of minimizing debt before retiring;
- How not all spending is the same;
- How family formation affects retirement security;
- The role several types of financial products can play in securing retirement;
- The non-financial benefits of happiness and control.
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 Michael Falk, CFA, CRC®, Partner with the Focus Consulting Group – Behavioral Finance & Investment Management Expert.
Michael was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a a multi-faceted understanding of behavioral finance and retirement issues.
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
Not familiar with online courses?
We help you be sure you’re comfortable navigating our online system. Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.
What if you decide you need more than one course?
Then become a member! Just notify us that you want to become a member within 10 days of course purchase to apply the cost of your individual cost to a new membership.
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.