A
Comprehensive Approach to Retirement Education:
The
Retirement Well-Being Model
Monday,
December 17, from 3-4:30 p.m.
EST
This eye-opening presentation goes beyond the financial aspects of
retirement planning and introduces a comprehensive, interdisciplinary
approach: the Retirement Well-Being Model. In the past, most organizations
approached retirement as a primarily financial transition, but the
nature of retirement itself is changing. Current and future retirees will
encounter many more obstacles—and opportunities—than their predecessors.
Workers face longer life spans, more complex medical decisions, possible
geographic relocations, changing social roles, and potential later life
careers. These factors all have financial and non-financial
ramifications.
The Retirement Well-Being Model is a practical tool which draws on
emerging research from economics, psychology, medicine and other fields to
provide an integrated method for designing and managing retirement
education. It provides the underlying structure for the Federal Retirement
Readiness Education Project, and is being implemented in
nonprofit and corporate organizations as well. It’s also the foundation
for the new book, What Color Is Your Parachute? FOR RETIREMENT.
This
presentation is a must for all retirement professionals interested in:
- Understanding the
changing nature of retirement.
- Integrating various
aspects of retirement and benefits education into a cohesive
whole.
- Strengthening succession
planning by helping workers plan more effectively for retirement.
While
the Retirement Well-Being Model is deeply based in theory, it’s also
eminently practical. You’ll come away from this session with ideas that
you can implement immediately. Reserve your space now!
Your presenter will be
John Nelson, CRC®,
coauthor of What Color Is Your Parachute? FOR RETIREMENT, and creator of
the Retirement Well-Being Model. He is a Certified Retirement Counselor®,
and author of the “Retirement Readiness” section for the CRC 4 manual.
After many years as a pension consultant, John is
earning a PhD at the University of Wisconsin, with a focus on retirement
education. He is also a Research Fellow of the California Institute of
Finance.
John and his work have appeared in the USA Today,
the New York Times, the Washington Post, Business Week, the AARP Bulletin,
Dow Jones’ Marketwatch, Employee Benefit News, Investment Advisor, and
other publications. John’s website is www.RetirementWellBeing.com.
