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:
- Retirees’ biggest financial concerns about retirement;
- The most common financial shocks experienced in retirement and their impact;
- How people deal with a variety of retirement risks;
- How people their manage income and spending retirement years.
Overall Rating: 4.2 / 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 presenters are:
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 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
Invest in Your Retirement Expertise
1 hr CFP®, CRC®, and other CE Credit Reporting
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