InFRE
staff to make presentations at
2007 Retirement Industry Conference in Atlanta this April
InFRE Director of
Education and Research, Betty Meredith, CFA®,
CFP®,
CRC®,
and Diane Savage, CFP®, CRC®,
InFRE Director of Professional Education, will each deliver
presentations at this year’s Retirement Industry Conference in
Atlanta, GA, April 18-20.
“Framing the Issues: Retirement Income Questions Individuals Need to
Answer” will be the topic discussed by Meredith and Anna M. Rappaport,
FSA, MAAA, Anna Rappaport Consulting.
They will present findings from research performed for InFRE on
retirement readiness by Matt W. Greenwald & Associates in a
session April 19 at the Westin Peachtree Plaza.
Personal
retirement planning requires activity at different stages of life –
the accumulation period during the working years, decisions in the
pre-retirement period, retirement itself, and the periods shortly
after and long after retirement. Meredith and the Rappaport representatives will link the stages of retirement planning and
readiness to the lifecycle and identify the questions to ask at each
stage. Attendees will learn which questions have solid answers, which
ones are still being debated, and instances where there is not enough
information to decide.
Savage will speak
April 18 on “Changing
Behavior or Changing Attitudes: Which Comes First?”
in a special session.
Accumulating money during the
working years is a critical component of retirement preparedness.
Why is it some participants get "the message" to
varying degrees, others get it too late; and some never get it at all? Share
ideas and examine the relationship of motivation and alignment as
well as some approaches to framing the messages in the accumulation
phase so that more participants will not only hear the message of
saving, but turn those lessons into action.
Hosted by LIMRA
International, LOMA, and Society of Actuaries, the 2007 Retirement
Industry Conference provides access to a wide variety of industry
experts and practitioners all in one place! For
more information and registration information, click here.
