2019 1st Quarter Issue – InFRE’s free retirement newsletter – 1.0 CE credit

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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 about:

  1. “The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities” by Dorian Mintzer, M.S.W., Ph.D., BCC, CSA . One of the things that I like to share with advisers working with couples is to think about the concept of a puzzle. It’s both a noun and a verb. It’s not as if the puzzle pieces are going to fit together like a jigsaw puzzle. Think about your own life, think about some of the clients you had or have; there are just a lot of areas that impact each other, and it’s not going to fit together just like the jigsaw puzzle.
  2. “Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives “ by Lori Bitter, The Business of Aging. There are now three generations of adults over the age of 50 in the United States. The U.S. joins most of the developed nations of the world in increasing life expectancy.  According to the Pew Research Center, the world’s centenarian population (those living to age 100) is projected to grow eightfold, from approximately a half a million people in 2015 to 3.7 million in 2050.
  3. “Through the Looking Glass: Three Popular Retirement Income Philosophies” by Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP. Can we build systems and processes that really encourage the client, the end consumer, have a more secure retirement and overcome the hurdles we know exist because of misconceptions and fear from biases?

The articles below comprise the 2019 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 hour of CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE credit!

 

Welcome to InFRE’s March, 2019 Issue of Retirement Insight and Trends

on March 31, 2019
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→


 

March, 2019 InFRE Update: Revision to Current CRC® Certification Self-Study Continuing Education Credit Quiz Requirement 

on March 31, 2019

The CRC® Board of Standards and Policy Development recently adopted a change to the number of assessment questions required for self-study continuing education (CE) credit.  Effective April 1, 2019, the number of assessment questions required has been changed from ten questions per full CE hour to five questions per CE hour and three questions for additional half-hour increments.  The purpose of the reduction in assessment questions required is […]
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The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities

on March 31, 2019

By Dorian Mintzer, M.S.W., Ph.D., BCC, CSA
One of the things that I like to share with advisers working with couples is to think about the concept of a puzzle. It’s both a noun and a verb. It’s not as if the puzzle pieces are going to fit together like a jigsaw puzzle. Think about your own life, think about some of the clients you had or have; there are just a lot of areas that impact each other, and it’s not going to fit together just like the jigsaw puzzle.

My belief is that finances and health and wellness are two of the most significant and most important of the puzzle pieces because they really do impact the kind of choices that we have – lifestyle options, where we live, how we’ll be able to take care of our self if there are medical issues that come up. The puzzle is unique to each person, each couple.

It essential to help your individual clients, as well as your couple clients, think about what their vision is and then find ways to talk with whoever is important in their life to discuss what kind of shared vision they want to create. […]
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Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives

on March 31, 2019

By Lori Bitter, The Business of Aging
There are now three generations of adults over the age of 50 in the United States. The U.S. joins most of the developed nations of the world in increasing life expectancy.  According to the Pew Research Center, the world’s centenarian population (those living to age 100) is projected to grow eightfold, from approximately a half a million people in 2015 to 3.7 million in 2050.

The Hacking Longevity study* sought to understand what these three generations of American adults think about living longer lives, how they are planning for extended life, and how longer lives affect traditional lifestage patterns and family dynamics. We wanted to know if patterns were changing; when people become grandparents, when they decide to retire. We wanted to know if these were presenting workplace challenges, and how people were dealing with the finances of a longer life. We really wanted to know about late-life planning, what was going on with giving and legacy, and how the different generations were approaching the end of life.  […]
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Through the Looking Glass: Three Popular Retirement Income Philosophies

on March 31, 2019

By Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP
Can we build systems and processes that really encourage the client, the end consumer, have a more secure retirement and overcome the hurdles we know exist because of misconceptions and fear from biases?

If we are a comprehensive advisor, there are situations where we can make smart decisions for clients, whether we’re converting assets, helping them securing long-term care, or helping them with net unrealized appreciation (NUA) strategies when they have employer stock inside their retirement plan.

Mr. Bogle, the founder of Vanguard, had an amazing impact on the ability of consumers to save billions of dollars, by creating a lower-cost way to save. The most impactful benefit Vanguard had on investors wasn’t outperforming the market. It wasn’t asset picks or tax diversification. What was it? […]
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Earn 1 free Continuing Education (CE) credit for the March, 2019 Issue of InFRE’s Retirement InSight and Trends

on March 31, 2019

You can earn 1 CRC®, CFP®, ASPPA, and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) CE credit for the March, 2019 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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