By Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert
The new retirement, where public employees will assume an increased role in securing their retirement future, changes the historically passive environment of public sector retirement savings and requires a new focus on helping employees […]
Below is an adaptation of the live webinar delivered by Michael Falk in 2014. Michael’s comments have been edited for clarity and length.
You can view a short Continue Reading →
The findings in this study are applicable to not only purchase of annuities, but all financial products as well. The more effectively we as professional retirement counselors frame the education and guidance we give consumers and employees, the more receptive, desirous and confident consumers and employees will be to take steps to improve their retirement […]
Other past issues (earn CE for 2017, 2016, 2015 issues only)
Read the entire issue to receive CE!
This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE. Read the entire issue and pass the online quiz to receive continuing education credit.
Print and share