Older workers face a series of critical decisions as they transition from the workforce into retirement. These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance your health and longevity, and nurturing your social portfolio. All these decisions are influenced by behavioral economics factors. Financial planners are ideally positioned to help their clients navigate these decisions. Attendees will learn about a game plan to address these challenges, including behavioral considerations.

Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

Course Information
Course Date:
October 03, 2018
Course Objectives
  • Understand the most important financial and lifestyle decisions facing older workers as they transition from the workplace into retirement
  • Learn how to build a portfolio of retirement income, protect against common retirement risks, and integrate their financial strategies with their lifestyle decisions
  • Discover the behavioral principles that can influence older workers' retirement decisions, and how to use these principles to make more effective decisions
FPA Annual Conference 2018: Plan for the 21st Century Retirement
Speaker Information
Steve Vernon, FSA   [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$49.00