Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face.
In previous communication models, many organizations approached retirement as a primarily financial transition.
But in today’s increasingly complex social environment, current and future retirees face many more decisions and obstacles than their predecessors. This unique course will examine the personal meaning of retirement as well as transitioning, aging, time management and life satisfaction as these areas become increasingly relevant to pre-retirement and retirement preparation. Join us to take a look beyond the financial aspects of retirement planning and provides a holistic model accounting for the many cultural, social and personal factors one faces along the way.
A must for all retirement professionals and especially for employers and plan sponsors, this web course will present suggestions to help you:
- Evolve toward a holistic model of retirement planning
- Appreciate the role of preparing employees for a real-life retirement
- Strengthen employees succession planning by helping workers plan more effectively for retirement
Diane C. Savage, CFP®, CRC®, Founder and President of Goodlife
Diane consults with both individuals and organizations interested in planning for the “new” retirement. Her knowledge and expertise in programs focusing on the psychological/social issues of retirement; financial goal setting; retirement/pre-retirement planning; financial decision-making skills; financial issues for eldercare; money decisions for women; utilizing company benefit plans; and owning your role in retirement security are nationally recognized. She also has coordinated a Successful Aging grant from The Cleveland Foundation as well as working as a Senior Retirement Consultant and national resource for financial and retirement education at Watson Wyatt.
She holds a Master’s in Student Development in Higher Education from Case Western Reserve University and a B.A. in Secondary Education, English and Business from Ursuline College (Cleveland, OH).
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: 90-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.