Enough About the Assets Already! – Michael Falk – Learn more

 

Enough About the Assets Already! - Michael Falk

Enough About the Assets Already! – Michael Falk

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:

Enough About the Assets Already! - Michael Falk

Enough About the Assets Already! – Michael Falk

  1. Just how much working longer can benefit a pre-retiree;
  2. The effect of minimizing debt before retiring;
  3. How not all spending is the same;
  4. How family formation affects retirement security;
  5. The role several types of financial products can play in securing retirement;
  6. The non-financial benefits of happiness and control.

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 presenter is Michael Falk, CFA, CRC®, Partner with the Focus Consulting Group – Behavioral Finance & Investment Management Expert.

 

Michael Falk, CFA, CRC® - Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian

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

 

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

CFP BOARD - CE Quality Partner - Retirement Resource CenterWe 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.

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