The
Concept of “Retirement Readiness” is
on Center Stage at the National Level.
Does
the average worker really know what it
takes to be retirement
ready?
With the first Baby Boomers approaching
retirement, national attention is focused on their state of
“Retirement Readiness.” How well prepared will they be for
retirement? Only time will tell.
But on a more practical level, for
better serving the client
and employees you work
with every day, what does Retirement Readiness mean? Does
it happen only as they approach retirement, or across their whole
career?
Whether you think in terms of the 70-85%
rule-of-thumb for retirement income—or the latest Monte-Carlo
analysis—finances are only
one dimension of Retirement Readiness.
Concerns over medical care and the
ever-lengthening life span are now causing people to focus on their
health. Also, as more retirees continue to work, simple ideas about
retirement as leisure are changing. Should engagement—for pay or
not—be part of their retirement planning as well? How
are these issues different for those with plenty of money, versus
those who will just “squeak by?”
In this
hour and a half web-course on February 2nd, you will learn:
- The three dimensions of Retirement Readiness.
- The six kinds of knowledge that help people prepare for
retirement well-being.
- A simple, practical model you can put to work right away.
- Where to go for worksheets and checklists that complement your
financial materials.
- Answers to your retirement readiness questions (live phone or
e-mail questions).
Join our presenter, John Nelson, CRC®, for
the latest thinking on how all these parts of the puzzle fit
together for retirement education. He’s the author of the
Retirement Readiness chapter in the latest edition of the CRC®
4 course, and also a forthcoming book on retirement. John is both a
Certified Retirement Counselor® and an Accredited
Investment Fiduciary Auditor. After many years as a pension
consultant, he’s currently completing a PhD in Retirement
Education at the University of Wisconsin.
Subject: Retirement
Readiness
Date:
February 2nd, 2006
Time:
3:00 – 4:30 pm Eastern
CEU:
1.5 CE Credit
Price: $69.00
(includes downloaded handout)
for InFRE designees,
$89 for non-designees
To
register click here.
Our next web course will be
February 16th, 2006 on
Effective Presentation Skill-Building Tips
International
Foundation for
Retirement Education
P.O. Box 1860
Lubbock, TX 79408-1860
Ph.
847-756-7350 FAX: 806-742-6102
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