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.
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
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 ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit.
Overall Rating: 4.5 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 3 – Intermediate
Your 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.