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 newsletterr. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “Everything You Need to Know About … Investing” by Michael Falk, CFA, CRC®, Focus Financial Consulting. Behavior is more important than your investments, and behavior is about the choices that you make. That is the actual manifestation of your behavior.
- “Building a Generational Practice with Extended and Long-term Care” by Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, the Executive Director, Limited and Extended Care Planning Center (LECP Center) for the National Association of Insurance and Financial Advisors. It took a once-in-a-century pandemic to help us see the need for a plan for caregiving. Combine an aging population, increasing longevity, a shrinking birth rate and we have real insight into an emerging tsunami.
- “Effective One-to-One Communication for Advisors and Retirement Counselors” by Joseph Tabers, CSP, President of Productive Training, Inc. The need for information and good communication is so essential for clients and people today to provide reassurance, and sometimes, peace of mind.
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