Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them.

In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income.

“Women and Retirement” provides specifics about what planners should do to help their women clients be more retirement secure.

In this session you will gain ideas for helping your women clients, family and friends be more retirement secure:

  1. Learn about retirement risks faced by women
  2. Learn how to help clients experiencing retirement “shocks” such as divorce, widowhood, or caregiving, protect their retirement security (Cindy Hounsell, JD, President, WISER)
  3. Discover how to help single, married, divorced or widowed clients make an informed Social Security decision that protects their retirement income (Mary Beth Franklin, CFP®)
  4. Learn how home equity can be used beyond just supplemental retirement income (Shelley Giordano, Longevity View Associates)
  5. Experience a before and after case study that applies all the above and provides practical tools for implementing insights with your own clients (Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center)
Cindy Hounsel, JD, President, WISER - Women and Retirement Advocate and Expert - Retirement Speakers Bureau

Cindy Hounsell, JD, President of WISER

Cindy Hounsell, JD, President of WISER, the Women’s Institute for a Secure Retirement

Cindy Hounsell, JD, is the President of WISER, the Women’s Institute for a Secure Retirement, a nonprofit organization that seeks to improve the opportunities for women to secure retirement income and to educate the public about the inequities that disadvantage women in retirement.

Mary Beth Franklin, CFP®, Expert on Social Security Claiming Strategies

Mary Beth Franklin, CFP®, Expert on Social Security Claiming Strategies

Mary Beth Franklin, CFP®, Contributing Editor, InvestmentNews

Mary Beth Franklin, CFP®, Contributing Editor, InvestmentNews, is a nationally known and frequently quoted expert on Social Security claiming strategies. She has a long-time interest and expertise in retirement issues, Social Security, and taxes, with a background in the federal budget, international trade, and Capitol Hill as it affects personal finance.

Shelley Giordano - Chair of the Funding Longevity Task Force - Retirement Speakers Bureau

Shelley Giordano, Chair of the Funding Longevity Task Force

Shelly Giordano, Founder, Funding Longevity Task Force,

Shelly Giordano founded the Funding Longevity Task Force and serves as Chair. This team of researchers, gerontologists, financial planning practitioners, and lenders is devoted to helping Boomers understand how powerful their housing wealth could in planning for a more secure retirement.

Betty Meredith, CFA, CFP®, CRC® - Advocate for Retirement Security of the Mid-Market

Betty Meredith, CFA, CFP®, CRC® – Advocate for Retirement Security of the Mid-Market

Betty Meredith, CFA, CFP®, CRC®. Advocate for Retirement Security of the Mid-Market

Betty Meredith, CFA, CFP®, CRC®, is a leading voice on retirement planning for the middle mass and mass affluent markets. She is the Director of Education & Research for the International Foundation for Retirement Education (InFRE), whose purpose is to increase the retirement readiness of the American worker through professional retirement certification and continuing education, and the Managing Member of the International Retirement.

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

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

2 hrs CFP®, CRC®, and other CE Credit Reporting

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 certifications for CE credit.

Women and Retirement - Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

Authorize.Net

Authorize.Net

Overall Rating: 4.4 / 5

Retail: $29.00    Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCWomenRetirementWebinar16

MP3 Audio Download and PDF handoutKnowledge Level:   3 – Intermediate

Retirement Resource Center Risk Free GuaranteeYour 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.

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