Retirement Happiness: Planning for a Successful Transition

Retirement Happiness: Planning for a Successful Transition

Retirement Happiness: Planning for a Successful Transition - John Nelson

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Retirement Happiness: Planning for a Successful Transition - John Nelson
Retirement Happiness: Planning for a Successful Transition – John Nelson

Gain insight into how financial security doesn't automatically create happiness in retirement.

Retirement planning and education programs provide tools and checklists for a successful financial transition.

But financial security doesn’t automatically create happiness in retirement. Emerging research shows what actually leads to happiness — and it’s not obvious. This session shares practical tools and checklists for planning a happy retirement.

In "Retirement Happiness" by John Nelson, you will learn:

  1. A Nobel Prize winner’s discovery regarding income and happiness;
  2. The main types of happiness — and how retirement affects each;
  3. Greatest risks to happiness during the different stages of retirement;
  4. How to use Modern Portfolio Theory to help people plan their life in retirement;
  5. A practical approach for creating a personalized “happiness allocation.”

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 1.5 hrs CFP®, CRC®, and other Continuing Education Credits when you pass the online quiz. 

Your presenter is John Nelson, Purposeful Retirement Advocate & Coach, Co-Author What Color Is Your Parachute? for Retirement and Creater of the Retirement Well-Being Model.

John E. Nelson – Purposeful Retirement Advocate, Author & Coach
John Nelson, Purposeful Retirement Advocate, Author & Coach


Meet John E. Nelson – Purposeful Retirement Advocate, Author & Coach

Retirement planning experience

John E. Nelson is a nationally known writer and speaker on life stage planning, focusing on how people plan for better prosperity, health and happiness. He the author of “What Color Is Your Parachute – for Retirement” with Richard Bolles.

Retirement planning thought leadership and expertise

John started his career as a technical retirement plan consultant, when he realized that the technicalities of retirement planning did not always translate well to personal life planning. He embarked on earning at PhD at the University of Wisconsin where he was able to study with visionaries including Martin Seligman, University of Pennsylvania, and David Cooperrider, Case Western Reserve, to look at retirement in a different way.

John took all he was learning and developed the Well-Being Model as a practical and concrete model for helping future retirees allocate assets in their portfolios along with making life decisions such as where to live and how to find the ideal career. As John says, “I’ve been working to figure out a better way for us to plan the second half of life. Not just our careers and finances, but our lives.”

While the Well Being Model is based in theory, many organizations were able to immediately see the practical applications. It was adopted by the U.S. government as the underlying structure for an employee education program for all federal agencies. The Model also has been used by AARP and Fortune “100 Best Companies to Work For” employers and others to help structure their employee education programs.

Invest in Your Retirement Expertise.

1.5 hrs CFP®, CRC®, and other CE Credit Reporting

We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

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 certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

CFP BOARD - CE Quality Partner - Retirement Resource Center

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