Gain insight into how to help employees and clients better understand, prepare for and manage their retirement risks based on fifteen years of research conducted by the Society of Actuaries.
How can you help increase your clients’ and employees’ chances of retirement success?
This session highlights key research conducted by the Society of Actuaries, much of which InFRE participated in over the last fifteen years, concerning misunderstandings of the risks faced by the mid-market in their post-retirement years and how most people are simply unprepared.
Find out what you can do to help increase your clients’ and employees’ chances of retirement success by realistically addressing the risks they’ll face in retirement.
In this one-hour session on retirement risk, you will learn:
- Post retirement risk concerns of today’s workers and retirees;
- How and when people retire;
- What role working in retirement plays;
- The importance of housing;
- How well people understand longevity;
- Planning for the phases of retirement;
- Ideas for planning approaches.
The 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.
Overall Rating: 4.5 / 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 presenter is Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting – Retirement Risk Expert.
Carol has over 30 years of experience as an actuary providing advice on defined benefit and defined contribution pension plans and retirement planning issues. Before starting her own firm, she was a principal in a major consulting firm as a senior actuary and consultant providing retirement services to individuals and corporate clients. She completed the Financial Planning Certificate program, gaining her perspective of the employee’s overall financial needs. Her current interests are in improving financial education and literacy in the U.S.
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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