Explore the implications for the future of retirement and the question of fiscal viability for businesses and entire economies.
The pursuit of retirement − regardless of success or failure − has economic implications for all of us.
Retirement realities worldwide are changing because of the changes in population growth, a higher percentage of the population being in a stage of life where they don’t contribute much to the economy’s productivity (a/k/a retirees), and the move toward greater individual responsibility for saving, investing and retirement income.
These issues can include higher inflation, less economic growth, and lower expected market returns, therefore affecting the future investment portfolios of all.
Benefit planning and individual behavior must be considered in concert. This presentation will explore these issues and the implications for the future of retirement based upon what has been learned over the last several decades.
This presentation has been delivered at CFA Societies and other national conferences all over the world, and is one you don’t want to miss!
In this one-hour session, you will evaluate:
- How retiring without a mortgage is very smart, but accelerating the payoff to accomplish such a goal may not be so smart.
- How “livable” (really) is your home long-term?
- What could be the long-term cost profile (liability) of maintaining your home?
- Your options: HELOC, Reverse Mortgage, downsize, or sell.
Michael Falk, CFA, CRC®, Partner with the Focus Consulting Group – Behavioral Finance & Investment Management Expert
Michael was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a a multi-faceted understanding of behavioral finance and retirement issues.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP, CRC, ASPPA, CLU, ChFC, RICP, CASL CE Continuing Education Credit Reporting
We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit.
Overall Rating: 4.8 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 2 – Overview
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.