Overall Rating: 4.5 / 5
While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett's award-winning research addresses the implications of retirement age assumptions and the impact on retirement savings for individuals who retire at earlier ages than expected.
In "Impact of Retirement Age Uncertainty on Retirement Outcomes" by David Blanchett, you will:
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Understand current trends in retirement and retirement age expectations;
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Understand the potential drivers of early/late retirement (or the lack thereof);
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Gain some perspective on the impact of retirement uncertainty on required savings and retirement outcomes.
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.
Meet David Blanchett, Ph.D. CFA, CFP®, Retirement Research and Income Planning Expert
Retirement planning experience
David Blanchett, PhD., CFA, CFP® is the head of retirement research for Morningstar Investment Management. He works to enhance the group’s consulting and investment services. David conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.
Retirement planning thought leadership and expertise
David’s research has been published in a variety of academic and industry journals and has been featured in a variety of media publications. In 2014 Money Magazine named him one of the five brightest minds in retirement and in 2014 Investment News included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry.
He is part of group of retirement thought leaders – truly a breath of fresh air – along with Wade Pfau, Michael Finke and others, who challenge us to go beyond targeting 80% replacement rates, traditional retirement portfolio asset allocations, inflation-adjusted systematic withdrawals of 4% and probabilities of success or failure.
Retirement planning thought leadership and expertise
She’s a noted expert on Health Savings Accounts and their related financial planning strategies, having served over 3 years as a founding member of PSCA, an American Retirement Association affiliated organization’s HSA Committee, committed to advocating for the enhancement and adoption of HSA-friendly education and legislation.
After coaching over 2,500 individuals on their money and presenting to employees at several different Fortune 100 companies, Kelley has a deep understanding of how the concepts of behavioral finance can be applied to change behavior. She’s a sought-after content creator, specializing in written pieces that support financial decision-making without getting bogged down in the jargon that so often intimidates and confuses readers.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We 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 certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
Do you need more than four hours of CE?
Then become a Subscriber! Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.
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