Posts Tagged behavioral finance
By Michael Falk, CFA, CRC®, Focus Financial Consulting Editor’s note: Below is an adaptation of the live webinar delivered by Michael Falk in 2015. Michael’s comments have been edited for clarity and length. You can view a short YouTube clip of the original presentation here. You may also choose to take the full length course, […]
Read more →By Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert Editor’s Note: The new retirement, where public employees will assume an increased role in securing their retirement future, changes the historically passive environment of public sector retirement savings and requires a new focus on helping employees save and invest more effectively in supplemental plans. This is a […]
Read more →By Michael Falk, CFA, CRC®, Focus Financial Consulting Editor’s note: Below is an adaptation of the live webinar delivered by Michael Falk in 2014. Michael’s comments have been edited for clarity and length. You can view a short YouTube clip of the original presentation here. You may also choose to take the full length course, […]
Read more →The findings in this study are applicable to not only purchase of annuities, but all financial products as well. The more effectively we as professional retirement counselors frame the education and guidance we give consumers and employees, the more receptive, desirous and confident consumers and employees will be to take steps to improve their retirement […]
Read more →Retirement-specific training and education programs by leading experts to help advisors and consumers make informed retirement decisions.
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