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2017 1st Qtr issue – InFRE’s free newsletter – 1.0 CE credit

InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

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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:

  1. “Three Steps to Helping Clients Manage Health Care Costs in Retirement” by David Armes, CFP®, Principal of Dover Healthcare Planning, LLC. Learn the importance of matching health insurance coverage to needs and other ways to save on premiums;
  2. “How to Use Reverse Mortgages to Secure Your Retirement” by Wade Pfau, PhD, CFA, author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher. Learn various strategies for responsibly using home equity to increase the longevity of managed assets;
  3. “Change in Household Spending After Retirement: Results from a Longitudinal Sample” by Sudipto Banerjee, Ph.D. Employee Benefit Research Institute (EBRI). Learn how spending declines for retirement households as they age, which goes against the standard economic assumption that spending does not drop.

The articles below comprise the 2017 1st 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 hours of CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE credit!

 

Welcome to InFRE’s April, 2017 Issue of Retirement Insight and Trends

on APRIL 11, 2017

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® and […]
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April, 2017 InFRE Update: Update of the Practice Analysis of the Work of Certified Retirement Counselors (CRC®)

on APRIL 11, 2017

Learn more about the CRC® and recent updates from InFRE’s Managing Director, Kevin S. Seibert, CFP®, CEBS, CRC® […]
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Three Steps to Helping Clients Manage Health Care Costs in Retirement

on APRIL 11, 2017

By David Armes, CFP®, Principal of Dover Healthcare Planning, LLC

Learn more about relatively easy ways for future retirees to manage their retirement health care spending including an understanding of health care’s late-retirement spending patterns, benchmarks determining how comprehensive coverage should be, and where to find answers to questions about coverage. […]
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How to Use Reverse Mortgages to Secure Your Retirement

on APRIL 11, 2017

By Wade Pfau, PhD, CFA, author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher

The reverse mortgage option should be viewed as a method for responsible retirees to create liquidity for an otherwise illiquid asset, which in turn can create new options that potentially support a more efficient retirement income strategy (more spending and/or a greater legacy). […]
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Change in Household Spending After Retirement: Results from a Longitudinal Sample

on APRIL 11, 2017

By Sudipto Banerjee, Ph.D., Employee Benefit Research Institute (EBRI)

Find out how household spending changes in the immediate years following retirement by household income and marital status. […]
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Earn 1 free Continuing Education (CE) credit for the April, 2017 Issue of InFRE’s Retirement InSight and Trends

on APRIL 11, 2017

You can earn 1 CRC®, CFP®, ASPPA, and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) CE credit (click here to pay $15.00 reporting fee for CFP CE, no extra fee for Professional Development Memberships) for the April, 2017 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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