Retirement Happiness: Planning for a Successful Transition – John Nelson – Learn more

 

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 this session you will learn:

Retirement Happiness: Planning for a Successful Transition - John Nelson

Retirement Happiness: Planning for a Successful Transition – John Nelson

  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.”

Retirement Resource Center You Tube ChannelThe 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.

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Overall Rating: 4.3 / 5

Retail: $29.00

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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 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 E. Nelson – Purposeful Retirement Advocate, Author & Coach

John is the author of the “Retirement Readiness” section for the CRC® #4 Manual: Fundamentals of Retirement Income Planning. After many years as a pension consultant, John is earning a PhD at the University of Wisconsin, with a focus on retirement education. He is also a Research Fellow of the California Institute of Finance.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

 

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

CFP BOARD - CE Quality Partner - Retirement Resource CenterWe 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 certifications for CE credit.

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