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A Case Study of Retirement Planning for a Teacher Approaching Retirement

Ask the expert directly and learn when you attend this LIVE presentation!

A Case Study of Retirement Planning for a Teacher Approaching Retirement

Approved for 1 hour CRC® CE and 1 hour CFP® CE

Dear Professional,

There were a projected 3.7 million full-time-equivalent (FTE) elementary and secondary school teachers in the U.S. in the fall of 2011. How can retirement counselors help teachers figure out what to do about their finances as they approach, enter, and manage their retirement?

Join us on Thursday, April 25 when Chuck Yanikoski profiles twin sisters with identical careers who retire at the same age, receive identical pensions and Social Security Benefits, but have other variables that affect their retirement management. You'll learn how to help clients:

  1. Understand their exposure to financial risk in retirement,
  2. Understand their opportunities and limits in coping with those risks,
  3. Evaluate the extent to which those risks, opportunities and limits apply in their particular circumstances,
  4. Determine what specific decisions they should make as they head into retirement,
  5. Modify their plans as they age and circumstances change,
  6. Get help on related "non-financial" issues that can have a big financial impact.

Register HERE for Chuck Yanikoski's "A Case Study of Retirement Planning for a Teacher Approaching Retirement - Thursday, April 25, 12:00 - 1:00 PM EDT - $49 (includes CE reporting fees)

(Premier Members do not pay the fee, but must still register for the event.)

Chuck Yanikoski of StillRiver, Inc. (a 403(b) retirement software provider), will be your presenter for this live event. The session runs one hour from 12:00 pm EDT, and provides 1.0 hour of CRC© and CFP© CE credit to attendees of the live webinar with no extra exam necessary. Webinar registrants will also receive a download of the presentation after the event.

BONUS SESSION: For those who have further interest, you may also sign up for a free bonus session when Chuck will walk through a planning approach that takes a closer look at the married twin's more complicated pre-retirement situation. The second session takes place on Thursday, April 25th, starting at 1:30 PM - 2:30 PM (a half hour after the first webinar) at no additional cost. Register here for this free bonus session.

Best regards,

Betty Meredith, CFA®, CFP®, CRC®
Managing Member, Int’l Retirement Resource Center.


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