Join us for
this eye-opening web course that looks beyond the financial aspects
of retirement planning and provides a holistic model accounting for
the many cultural, social and personal factors one faces along the
way. In previous
communication models, many organizations approached retirement as a
primarily financial transition. But in today’s increasingly
complex social environment, current and future retirees face many
more decisions and obstacles than their predecessors.
This unique course will examine the personal meaning of
retirement as well as transitioning, aging, time
management and life satisfaction as these areas become increasingly
relevant to pre-retirement and retirement preparation.
A must for all
retirement professionals and especially for employers and plan
sponsors, this web course will present suggestions to help:
-
evolve
toward a holistic model of retirement planning.
-
appreciate
the role of preparing employees for a real-life retirement.
-
strengthen
employees succession planning by helping workers plan more effectively
for retirement.
Your
presenter for this session will be InFRE Director of Professional
Education Diane Savage, CFP®,
CRC®
who consults with both individuals and organizations interested in
planning for the "new retirement." Her combination
of experience in education, financial services, and counseling
creates a unique perspective on topics such as the
psychological/social issues of retirement; financial goal setting;
retirement/pre-retirement planning; financial decision-making
skills; financial issues for eldercare; money decisions for women;
and owning your role in retirement. Her experience includes
serving as a senior consultant and resource for national retirement
education at Watson Wyatt, as well as a project manager for a
Successful Aging grant from The Cleveland Foundation. Diane holds a
master’s degree in Student Development in Higher Education from Case
Western Reserve University and a B.A. in Secondary Education,
English and Business from Ursuline College (Cleveland). She is
a member of The Profit Sharing (401k) Council/Communications and
Education Committee; Financial Planners Association; American
Society on Aging; Academy of Financial Services; Association for
Financial Counseling, Planning and Education.
