Retirement InSight and Trends is the quarterly newsletterr from the Retirement Resource Center that helps committed professionals with the practical application of new concepts in the field of retirement planning and income management.
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®CE credit only 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.
- “Redefining the Optimal Retirement Income Strategy” by David M. Blanchett, PhD, CFA, CFP®, Head of Retirement Research, PGIM DC Solutions. Today’s topic is one of the things that I have been researching for over a decade.
- “Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients” by Quinn Kennedy, PhD, Director of Aging Research at neuroFIT. I became interested in the topic of how cognitive impairment can affect retirement savings and vulnerability to financial exploitation after a relative, who had always been very, very sharp with their finances, not only did they start showing signs of cognitive impairment, but also around this time they overdrew from their bank account, not just once, but twice in the space of a couple of weeks.
- “AI in Action: Exploring the Use of ChatGPT in Retirement Planning'” by Eric T. Ludwig, PhD, CFP®, Assistant Professor, Retirement Income, RICP® Program Director Executive Director, Center for Retirement Income. The retirement planning landscape is rapidly evolving with the advent of AI technologies. While these tools, like ChatGPT, offer promising enhancements in client communication and operational efficiency, they also present challenges in integration and understanding.
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.