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.
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
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 – Overview
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.