Dear Professional,
We truly believe the November, 2011 issue of InFRE’s Retirement InSight and Trends provided many application oriented ideas for retirement counselors like you to better serve your clients!
The second issue is now available for continued learning and education credit. This issue is good for one FREE CRC® continuing education credit upon passing the online CE exam.
You’ll find the following topic categories in this issue:
- InFRE Updates – Announcing InFRE’s new Retirement Career Guide! Download your copy today! Like us on Facebook!
- Retirement Education and Counseling – in “Financial Literacy Around the World” you’ll learn behavioral finance and other insights for working more effectively with your clients.
- Retirement Readiness Planning – “The Scientific Approach to Personal Wealth Management.” Practical ideas from the seasoned financial planning professional, Paula Hogan, CFA, CFP®.
- Retirement Income Management – the second half of “Managing Retirement Income for Middle Income Americans” identifies several methods for helping retirees and the soon-to-retired plan for closing retirement income gaps.
- IRAs and Defined Contribution Plans – “The Financial Recovery Continues: The Impact of the 2008-2011 Financial Crisis on Retirees.” This study followed the same retirees over the last three years. All started out with $100,000 or more in their IRAs. How did the Great Recession affect them and how might what they’ve been thinking and doing be the same for your clients?
- Retirement Product Trends – “How Well are Reverse Mortgages Meeting the Needs of the Mid-market?” Do mid-market retirees now have less choices?
- Continuing Education Exams – worth 1 FREE InFRE CE
As we continue 2012 you will receive one issue around the middle of each quarter. Feel free to contact us with topic and author ideas for articles that will strengthen the knowledge and understanding of your fellow retirement counselors!
Best regards,
Betty Meredith, CFA®, CFP®, CRC®
Director of Education and Research
The leader in retirement education for professionals.
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