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.

Learning Objectives

  • Describe current trends in retirement and retirement age expectations.
  • Explain the potential drivers of early/late retirement (or the lack thereof).
  • Evaluate the impact of retirement uncertainty on required savings and retirement outcomes.
     

Level of Complexity: Intermediate

Course Information
Course Date:
November 05, 2019
FPA Annual Conference 2019: 2019 Montgomery-Warschauer Award-Winning Research: The Impact of Retirement Age Uncertainty on Retirement Outcomes
Speaker Information
David Blanchett, Phd, MBA, MSFS, CFA, CFP, ChFC, CLU, AIFA  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Products
Streaming
FPA Member Price:$29.00
Non-Member Price:$49.00