Plan for the 21st Century Retirement – Steve Vernon
Older workers face a series of critical decisions as they transition from the workforce into retirement.
These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance your health and longevity, and nurturing your social portfolio.
All these decisions are influenced by behavioral economics factors. Retirement professionals are ideally positioned to help their clients navigate these decisions.
In “Plan for the 21st Century Retirement by Steve Vernon” you will learn:
- A game-plan for addressing these challenges;
- Behavioral considerations to integrate into decision making.
Steve Vernon, FSA, MAAA, Research Scholar, Stanford Center on Longevity, President of Rest-of-Life Communications
In both of his roles as Research Scholar at the Stanford Center on Longevity and as the President of Rest-of-Life Communications, Steve is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 35 years, he has helped Fortune 1000 employers design, manage and communicate their retirement programs.
Steve is one of the most sought-after retirement experts in the country due to his surprising and inspiring insights. He is quoted frequently in such publications as The Wall Street Journal, New York Times, Los Angeles Times, USAToday, BusinessWeek, Fortune Magazine, Kiplinger’s, and Money Magazine. He also writes occasional columns for Retirement Weekly.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP®, CRC®, and other CE Credit Reporting
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Overall Rating: 4.3 / 5
Video and audio MP3 formats available
Specifications: 60 minute webinar course
Knowledge Level: 2 – Basic
Visit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.