Retirement InSight and Trends is the quarterly newsletter 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.
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.
- “Meeting the Challenges of Solo Aging” by Sara Zeff Geber, PhD. I live in California, the land of good wine, and it was in the Silicon Valley area that I met with a friend at one of those cute little wine bars in Palo Alto. She started to talk about everything she had been doing over the last year plus for her mother, who was then about 87. She had been flying back and forth, probably six times in one year, to the East Coast where her mother was because she had to get her mother situated in a retirement community.
- “Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions” by Denise Appleby, MJ, CISP, CRC®, CRPS, CRSP, APA, Founder and Owner of Appleby Retirement Consulting, Inc. When we look at the statistics, we see that most Americans are behind the eight ball when saving for retirement. Most of those who have anything saved are held in tax-deferred retirement accounts, so we have to help them protect those assets at all costs.
- “Age Wave: Meeting the Elder Planning Needs of Today’s Retiree” by Bob Mauterstock, CFP®, ChFC, CLTC. Most of us are not aware of the changing dynamics within our country. The fastest-growing age group in this country is the people over the age of 85.
This issue is worth one free CRC® CE credit upon reading all the articles and successfully completing the online quiz. An email will be sent to you and InFRE upon successful completion (score of 70% or more) of the CE exam.
Click here for the Continuing Education Exam that corresponds to this issue. 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.
To report CE:
- Your score will automatically be sent to InFRE for CRC® credit.
Looking for additional CE opportunities? Visit the continuing education section of the Retirement Resource Center store to find hundreds of additional professional development and continuing education options by leading experts, the way you want to learn, at the level that’s right for you.