Retirement InSight and Trends is the quarterly newsletterr for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here.
This issue is no longer eligible for CE credit. Click here to see other free issues that you may read. Recent issues are eligible for CRC®, CFP®, CRPC®, ASPPA, the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) and other CE credit when you pass the online exam.
The articles below comprise this retirement-specific newsletter. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement” by Mathew Greenwald, PhD, Retirement Research Expert. You will learn of retirees’ biggest financial concerns about retirement; the most common financial shocks experienced in retirement and their impact; how people deal with a variety of retirement risks; how people their manage income and spending retirement years.
- “A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps” by Sandra Timmermann, EdD, Gerontologist, Successful Aging in Retirement Expert. You will learn about the aging brain; gain a better understanding of diseases of the brain such as Alzheimer’s and the behaviors that result; discover normal age-related changes in memory that occur in the brain and strategies to maintain brain health; better understand how to detect elder financial abuse; learn possible interventions and actions that advisors can take before and after their clients become cognitively impaired.
- “Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios” by Faisal Habib, PE, MBA, FRM, President of QWeMA, a division of CANNEX Financial Exchanges Limited. You will learn about the risks faced by clients as they transition into retirement; metrics that are used to build optimal product allocation between annuities and traditional investments; how to measure the tail risk of product portfolios; identify the client portfolios that need careful (or constant) monitoring using these metrics; experience a case study that applies these metrics and help your clients manage the risks in their portfolios.
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