2020 2nd Quarter Issue – InFRE’s free retirement newsletter – 1.0 CE credit

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Print this issue

The quarterly newsletter from the International Foundation for Retirement Education’s to help retirement professionals keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.

In this retirement-specific newsletter, planners will learn about:

  1. “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.
  2. “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.
  3. “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.

The articles below comprise the 2020 2nd Qtr Issue of Retirement Insight and Trends. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.

Follow the link at the end to access the quiz, and upon passing with 70% or greater you may receive 1.0 hour of CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE credit!

 

Welcome to InFRE’s July, 2020 Issue of Retirement Insight and Trends

on July 13, 2020

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® here and […]
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July, 2020 InFRE Update: CRC® July Testing Extended

on July 13, 2020

The environment in which we work has changed so much over the past several months.   It is during trying times like now that your clients and plan participants will see the true value of working with a retirement professional that is committed to helping them navigate an even more uncertain investment and retirement planning environment.[…]
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Everything You Need to Know About … Investing

on July 13, 2020

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.

We need to understand risk, sequence, and magnitude. These three terms are what do a fantastic job of pushing and pulling on our behavior, so let’s understand them. […]
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Building a Generational Practice with Extended and Long Term Care

on July 13, 2020

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. COVID-19 has shown us an alarming view of the growing gap between the availability of capable, trained, and healthy caregivers and the demand for affordable caregiving. As COVID-19 has highlighted, planning in advance is essential and offers advisors a new path to grow their practice by becoming a generational advisor. […]
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Effective One-to-One Communication for Advisors and Retirement Counselors

on July 13, 2020

By Joseph Tabers, CSP, President of Productive Training, Inc.

Understanding communication styles for more effective client relations is simply better understanding and preparing to adapt to the variety of styles we encounter.

Our first objective when communicating is first to know our self before we attempt to understand another so we can establish mutual understanding. Knowing the strengths and limitations of our style, as well as those of the ones we encounter, will help us appreciate the differences in styles and help us better navigate those relationships. This will give you the ability to build more trust in a client relationship sooner and reduce any dynamics that may affect tension during a conversation or a one-on-one meeting. […]
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Earn 1 free Continuing Education (CE) credit for the July, 2020 Issue of InFRE’s Retirement InSight and Trends

on July 13, 2020

You can earn 1 CRC®, CFP®, ASPPA, and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) CE credit for the April, 2020 issue of Retirement InSight and Trends.
Click here to access the quiz.
When you have completed the last question, click the “submit” button to submit your final answers. You may not return to review or change your answers after clicking submit or if you close the browser window. You may restart the quiz if needed.
A score of 70% is required to pass the quiz and earn CE credit. You will see your score on your screen upon submitting your answers. An email will automatically be sent to you for your records as proof of successful completion. […]
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