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.
- “Protecting Seniors from Identity Theft and Scams” by Steve Weisman, JD, Professor, Bentley University, Editor, scamicide.com. Things are not as bad as you think. They are worse. A congressional study showed that seniors are 12 percent of the population but 30 percent of the scam victims. A MetLife Mature Market Institute study showed that the cost is about $3 billion annually.
- “Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions” by Andrew Shedlock, Partner, Kutak Rock. My goal is to help planners and fiduciaries understand the basis of cryptocurrency investments, what a crypto token is, what Bitcoin is, and how they work. I want to inspire you to learn more about what I can trigger in your mind about cryptocurrency.
- “Gray Divorce: Today’s Platinum Retirement Challenge” by Lili Vasileff, CFP®, MAFF, CDFA, Wealth Protection Management. Conflicts over money happen to be the number one predictor of divorce. In 1960, we had an increase in divorce through the late 70s and 80s.Starting around 1990, it started to stabilize, then become stagnant, and even decline slightly. But what’s interesting about this is that it parallels the marriage statistics.
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.