The Couple's Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities - Dorian Mintzer

The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities – Dorian Mintzer

This course will be LIVE on: Thursday, February 21, 2019, Noon – 1:00 PM EST.

Attend the upcoming LIVE WEBINAR without the need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

In the 21st Century, the landscape of retirement is changing.

People are living longer and retirement is no longer thought of as a destination, but as a transition: with an ending, a period of unknowns and a new beginning.

It’s important for people to think about what they are retiring TO rather than just what they’re retiring FROM. It’s hard enough for an individual to deal with these retirement transition years, and can be even more complicated for couples who may have differing ages, energy levels, priorities, values, goals and dreams. It may also feel like a challenge for the adviser to work with a couple as the client.

Using the framework of “The Couple’s Retirement Puzzle”, this webinar will help advisers  understand some of the important conversations couples need to have, to develop tools to help couples better communicate with each other and to develop a vision for the years ahead, and to understand some of the challenges and rewards in helping couples have these important conversations. 

In “The Couple’s Retirement Puzzle” by Dorain Mintzer you will:

  1. Learn about the changing landscape of retirement;
  2. Gain a better understanding of the changing demographics of couples;
  3. Recognize some must-have conversations;
  4. Develop some tools to help clients communicate more effectively with you and with each other;
  5. Learn how to help clients develop a vision for the years ahead;
  6. Understand some of the challenges and rewards of helping couples have important conversations.
About the presenter:
Dorian Mintzer, M.S.W., Ph.D., BCC, CSA

Dorian Mintzer, M.S.W., Ph.D., BCC, CSA

Dorian Mintzer, M.S.W., Ph.D., BCC, CSA

Dr. Dorian Mintzer is an experienced speaker, coach, therapist and consultant who weaves adult development, holistic life planning and positive psychology into programs that tap and shape clients’ energies into roadmaps for wiser, more enhanced living.

She is co-author of the award winning The Couples Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together,  co-producer of The Career Playbook: Second Half Playsand has contributed to a number of other books such as Live Smart After 50!, Not your Mother’s Retirement, 65 Things to do when you Retire, 70 Things to do When you Turn 70, and 80 Things to do when you Turn 80.

She is host of the popular monthly Revolutionize your Retirement Interview with Expert’s Series. She’s been featured in a variety of media such as the NY Times, WSJ, USA Today, CNN Money,, Next Avenue, NPR, ABC Evening News and the Today Show and has given a Ted X talk focused on “Embracing your Bonus Years.” Learn more about her and her programs at (

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CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCTheCouplesRetirementPuzzle19

MP3 Audio Download and PDF handoutKnowledge Level: 2 – Basic

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