Education and Training Solutions

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 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.