March 2015 - Retirement InSight and TrendsRetirement InSight and Trends

Welcome to InFRE’s March, 2015 Issue of Retirement Insight and Trends

On March 31, 2015

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 stay abreast of what’s happening in the field of retirement readiness, counseling, planning and income management. Find out more about the CRC® and

March, 2015 InFRE Update: Welcome Our New Board of Standards and Standing Committee Members

On March 31, 2015

by Kevin Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE

The Board of Standards and Policy Development (BOS), the policy-making and oversight body of Certified Retirement Counselor® (CRC®) Certification, recently chose two individuals to serve on the BOS beginning in January, 2015. We extend our congratulations and sincere thanks to Sherry Keegan, CRC®, Keegan Wealth Management & […]

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What’s Trending in the Field of Aging: Connecting the Dots with Financial Services

On March 31, 2015

By Sandra Timmermann, Ed.D, Gerontologist, Integrating Aging and Business Strategies

Editor’s note:
Sandy and I met about ten years ago while serving on a Society of Actuaries’ Post Retirement and Needs Committee project. She directed the MetLife Mature Market Institute for […]

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What Color is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness

On March 31, 2015

By John E. Nelson, Purposeful Retirement Advocate, Author & Coach

Editor’s note:
When I graduated from college with a finance degree – a LONG time ago – I purchased the book “What Color is Your Parachute?” […]

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Off With Your (Rules of) Thumbs!

On March 31, 2015

By Michael Falk, CFA, CRC®, Focus Financial Consulting

Editor’s note:
Below is an adaptation of the live webinar delivered by Michael Falk in 2015. Michael’s comments have been edited for clarity and length.
You can view a short

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Introduction to Managing Retirement Income

On March 31, 2015

By Kevin Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE

There are key questions to answer for clients, and you can also ask certain employees if that’s appropriate based on whom you’re working with. The key questions to […]

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