This
course discusses several ethical decision-making frameworks and takes a
practical approach to handling ethical dilemmas in the retirement setting.
A key feature of this course is the presentation of “ethical
tests” to use in different situations.
The course also addresses the role of managers in creating an
ethical environment in the workplace.
The InFRE Code of Ethics is presented, with several scenarios to
illustrate and apply the eight principles.
This session meets InFRE’s requirement of two hours of ethics
continuing education every two years.
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.
