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.”
The 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.
Overall Rating: 4.3 / 5
Retail: $29.00Add to Cart
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 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
Invest in Your Retirement Expertise
1.5 hrs CFP®, CRC®, and other CE Credit Reporting
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