Every
two years since 2001, the Society of Actuaries has evaluated Americans'
awareness of potential financial risks and how this awareness impacts
the management of their finances with respect to retirement. The
2007 Study by the SOA includes information from important new areas,
such as the stages of retirement and how people view and manage
long-term care and health risk. Results from prior years’ are
compared with the new to measure the progression over time. This
session concludes with how retirement counselors can help employees and
clients manage these risks to ensure retirement security.
Since
2001, InFRE has actively participated in the design of the
questions asked in this study, therefore the results are particularly
relevant to retirement professionals. We strongly encourage you to
participate in this important session!
This
session will be presented by Dr. Brian Perlman and Kevin Seibert.
Brian
Perlman, Senior Vice President and CFO, Ph.D. in Psychology, University
of New Hampshire, ChFC, CLU.
Dr. Perlman has more than 20 years of research experience, and he has a
strong knowledge of the financial services industry. As both a consumer
psychologist and a financial planner, he offers a unique level of
insight on studies conducted for the financial services industry. Brian
has given numerous speeches and presentations, and has led a number of
key studies designed for public release. Dr. Perlman previously
served as Director of Strategic Research for the American Council of
Life Insurers.
Kevin
Seibert, Managing Director, CFP®, CEBS, CRC®,
joined InFRE in 2003 and now serves as its Managing Director. In
addition to 20 years of experience in retirement benefits, financial
planning, and financial education, he is regarded as an
informative and motivational speaker. Mr. Seibert speaks
extensively about retirement planning and income management to financial
advisors, wholesaler and marketing representatives in banking,
annuities, mutual fund and retail brokerage industries nationwide.
Prior to InFRE, Mr. Seibert was co-founder of Balance Financial
Services, a Chicago-area financial planning and consulting firm, and
was responsible for the implementation of compensation and
employer-provided benefit plans for
William M. Mercer, Inc.
Kevin
Seibert, Managing Director, CFP®, CEBS, CRC®,
joined InFRE in 2003 and
