2021 3rd Qtr Issue - Grief Literacy, Social Security, Psychology of Retirement

2021 3rd Quarter Issue – InFRE’s most current free retirement newsletter – 1.0 CRC and CFP CE credit

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

In this most current version of our retirement-specific newsletter, planners will learn about:

  1. “Grief Literacy for Financial Advisors: Engaging the Bereaved Client” by Kathi Balasek, MA, Grief Communication Consultant for Financial Professionals. In short, grief literacy is simply normalizing the conversation surrounding grief and, specifically, our grief responses.
  2. “Social Security WEP: FOMO, IDK, or LOL??” by Michael Wilson, CFP®, CRC®, RICP®, Integrity Financial Planning. When it comes to WEP and Social Security, your workers, your employees, or you – if you work for a Social Security exempt agency – may have a fear of WEP (the Windfall Elimination Provision).
  3. “The Psychology of Retirement” by Robert Laura, CKA, AAMS, CPRC, CMFC, CRPC. Many people perceive retirement as nothing but addition, as gains, as positive things that they will get.

The articles below comprise the 2021 3rd 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 October, 2021 Issue of Retirement Insight and Trends

on October 27, 2021

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 […]
Continue Reading this issue of Retirement Insight and Trends here→


 

October, 2021 InFRE Update: New CRC® Candidate Registration Expiration Policy

on October 27, 2021

The International Foundation for Retirement Education® (InFRE) is a non-profit 501(c)(3) organization founded in 1997.

InFRE’s Certified Retirement Counselor® (CRC®certification was created to advance recognition among retirement planning professionals of the need for a retirement specific certification program that demonstrates a mastery of subject matter, a commitment to the retirement planning profession, and adherence to a code of ethics and continuing education requirements. […]
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Grief Literacy for Financial Advisors: Engaging the Bereaved Clientg

on October 27, 2021

By Kathi Balasek, MA, Grief Communication Consultant for Financial Professionals

In short, grief literacy is simply normalizing the conversation surrounding grief and, specifically, our grief responses. As advisors, you are much more comfortable with charts, graphs, and numbers, so that’s very natural, and you’re fluent in that type of conversation. […]
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Social Security WEP: FOMO, IDK, or LOL??

on October 27, 2021

By Michael Wilson, CFP®, CRC®, RICP®, Integrity Financial Planning

There has been much change in this part of the industry since the original fixed index annuity product (FIA) was introduced in the late 1990s, and quite a lot of change just in the past couple of years. This is a very dynamic part of the industry. […]
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The Psychology of Retirement

on October 27, 2021

By Robert Laura, CKA, AAMS, CPRC, CMFC, CRPC

Many people perceive retirement as nothing but addition, as gains, as positive things that they will get. People don’t realize that problems can be multiplied simply because you have more time and fewer distractions. […]
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Earn 1 free Continuing Education (CE) credit for the October, 2021 Issue of InFRE’s Retirement InSight and Trends

on October 27, 2021

You can earn 1 CRC®, CFP®, ASPPA, and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) CE credit for the October, 2021 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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