How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement – Greenwald

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement – Greenwald

Gain insight into the most common financial shocks experienced by those who have been retired for at least 15 years, and how they handled those financial shocks.

The Society of Actuaries recently conducted 12 focus groups with people who have been retired for at least 15 years to gain insights on which, if any, financial shocks they experienced and how they handled those financial shocks.

This work was supplemented by 15 interviews with spouses and grown children of older people who have needed long term care, to get a sense of the impact of their experiences. In addition, the Society of Actuaries also recently completed its eighth biennial survey of people ages 40 – 80 about their understanding of retirement risks and how they plan for those risks in this era of increased personal responsibility.

In this one-hour session, you will learn:

  1. Retirees’ biggest financial concerns about retirement;
  2. The most common financial shocks experienced in retirement and their impact;
  3. How people deal with a variety of retirement risks;
  4. How people their manage income and spending retirement years.
Mathew Greenwald, PhD - Retirement Research Expert

Mathew Greenwald, PhD – Retirement Research Expert

Mathew Greenwald, PhD, President of Greenwald & Associates

Mathew Greenwald, PhD, President and CEO of Greenwald and Associates, is a recognized financial and research expert with more than 30 years of experience in financial services and market research. Mathew is passionate about research involving the financial services industry, particularly about issues related to retirement savings and retirement income. With the Employee Benefit Research Institute, Matt helped to establish the Retirement Confidence Survey, the longest-running annual benchmarking study examining workers’ and retirees’ retirement attitudes. and financial professionals.

Cindy Levering, EA, Former Senior Vice President and Consulting Actuary at Aon Consulting

Cindy Levering, EA, Former Senior Vice President and Consulting Actuary at Aon Consulting

Cindy Levering, EA, Former Senior Vice President and Consulting Actuary at Aon Consulting

Cindy regularly consulted with corporate and not-for-profit clients on the design, funding and administration of their qualified and non-qualified defined benefit, defined contribution and other post-retirement benefit plans. Ms. Levering currently serves on the Committee on Post-Retirement Needs and Risks, is Chair of the Society of Actuaries (SOA) Pension Section Research Team and is an appointed member of the SOA’s Pension Section Council. In 2016, Cindy was named to the Department of Labor’s Advisory Council on Employee Welfare and Pension Benefit Plans, known as the ERISA Advisory Council. She is an Associate of the Society of Actuaries, a member of the American Academy of Actuaries, is an enrolled actuary (EA) under ERISA.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

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

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 certifications for CE credit.

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement – Greenwald

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCMiddleIncomeWebinar16

MP3 Audio Download and PDF handoutKnowledge Level:   2 – Basic

Retirement Resource Center Risk Free GuaranteeYour 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.