Explores the ways in which the boomers are redefining retirement, and the different conversation professionals will need to engage in to meet the evolving needs and lifestyle of this important cohort. Myths vs. realities, the many stages of retirement, retirement stresses, the hardy retirement personality, creating a balance, retirement and women, and the development of a meaningful life plan are reviewed. This module shifts the perspective for the professional from advice giver to educator.
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits