Overall Rating: 4.5 / 5
The session is designed to equip financial advisors with advanced strategies for managing retirement asset distributions, with a special focus on clients who are pre-retirees or retirees.
Dr. Chien will delve into the often-overlooked aspects of assets & home equity, challenging the traditional portfolio-centric view and advocating for a comprehensive view in retirement balance sheets.
Dr. Chien’s research reveals correlations between scaling factors and asset-to-net worth ratios, emphasizing the strategic use of reverse mortgages (RMs) to enhance retirement outcomes.
In "Maximizing Retirement Success: Beyond Assets and Liabilities " with Chia-Li Chien you will learn:
- The application of the retirement balance sheet for crafting tailored decumulation strategies;
- The critical correlations between scaling factors, financial assets, and home equity in retirement planning;
- The judicious use of reverse mortgages to bolster retirement spending and success rates.
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 Chia-Li Chien, PhD, CFP®, PMP®, CPBC.
Meet Chia-Li Chien, PhD, CFP®, PMP®, CPBC
Retirement planning experience
As the Associate Provost of Undergraduate & Graduate programs at The American College of Financial Services, Chia-Li Chien, PhD, CFP®, PMP®, CPBC, has held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group.
Dr. Chien also serves on the boards of various national financial service associations and holds a doctorate in financial planning. She is a Certified Financial Planner (CFP®), Project Management Professional (PMP®), Certified Professional Business Coach (CPBC), and Extended DISC Certified Professional.
Retirement planning thought leadership and expertise
A sought-after, frequent speaker about succession planning at national conferences, Dr. Chien has published three award-winning books along with research on succession and retirement topics in a variety of academic and practitioner research journals.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
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 certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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