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 “The Impact of Retirement Age Uncertainty on Retirement Outcomes”, you will:
1. Understand current trends in retirement and retirement age expectations;
2. Understand the potential drivers of early/late retirement (or the lack thereof);
3. Gain some perspective on the impact of retirement uncertainty on required savings and retirement outcomes.
Overall Rating: 4.5 / 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 David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar Investment Management.
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.
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
Not familiar with on-demand courses?
We help you be sure you’re comfortable navigating our on-demand system. Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.
What if you decide you need more than one course?
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.
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.