The Financial Planner as Retirement Architect: Using behavioral insights to foster smarter retirement decisions – Gillian Leithman – Learn more
Decades of social science research indicate that we are poor planners, fickle savers, and self-destructive investors and much of the reason lies in how we process information and make decisions.
While we can’t change our faulty cognitive software, or that of clients, we can become better retirement architects if we understand the behavioral challenges people face when making decisions about their future financial well-being. This webinar will acquaint advisors with the latest discoveries from the field of behavioral finance. Specifically, you will learn why people don’t plan for their retirement years, and how you can increase the odds of their developing a sound saving and investment plan for their future financial well-being.
In “The Financial Planner as Retirement Architect”, you will:
- Learn how to help clients counteract narrow, shallow and fast thinking traps;
- Capitalize on the “fresh start effect” and encourage people to plan when they are naturally thinking about the future;
- Discover the power of the question, “picture your future self”.
Overall Rating: 4.4 / 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 Gillian Leithman, PhD, Founder of Rewire to Retire™ .
Gillian Leithman, PhD is a corporate trainer specializing in health and wellness seminars and workshops. Gillian has facilitated programs for some of Canada’s premiere businesses and organizations such as Bell Canada, Air Canada, TD Canada Trust, Federal Express, Novartis, Telus, Hollis Wealth, HSBC, BDC, the RCMP and Exxon Mobil.
When she is not facilitating seminars, Dr. Gill, as her students refer to her, teaches in the Executive MBA and the Goodman Institute of Investment Management at the John Molson School of Business. Her research focus encompasses the career motivation of older workers, the retirement transition process, age friendly workplaces, and knowledge sharing cultures. Her teaching focus includes organizational behavior, leadership development, professional business skills and negotiation strategies.
Gillian’s research has been featured at the Canadian Psychological Association, the Ontario and Canadian Gerontological Associations, The Canadian Council for Small Business and Entrepreneurship and she has received the Best Paper Award from the Administrative Sciences Association of Canada twice. She has also been featured in Forbes, the Conversation Canada, Montreal Gazette, Reader’s Digest and the National Post and been a guest on the Tommy Schnurmacher radio show and on CBC.
Dr. Gill is the founder of Rewire to Retire™, and Life Skills Toolbox™ and the forthcoming author of the Corporate G-Spot.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
Invest in Your Retirement Expertise
1 hr CFP®, CRC®, and other CE Credit Reporting
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