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:
- A Nobel Prize winner’s discovery regarding income and happiness.
- The main types of happiness — and how retirement affects each.
- Greatest risks to happiness during the different stages of retirement.
- How to use Modern Portfolio Theory to help people plan their life in retirement.
- A practical approach for creating a personalized “happiness allocation.”
John Nelson, Purposeful Retirement Advocate & Coach, Co-Author What Color Is Your Parachute? for Retirement and Creater of the Retirement Well-Being Model
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
1 hr CFP®, CRC®, and other CE Credit Reporting
Overall Rating: 4.3 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 2 – Basic
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.