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Knowledge & Network: Planning for a Life in Retirement

Thursday, April 16, 2020

In The American College Alumni Association’s inaugural Knowledge & Network webcast, Michael Finke, Ph.D., CFP®, presented “Planning for a Life in Retirement.” As retirement planning involves a unique set of challenges for advisers including an unknown planning period, investment returns, lifestyle, and physical and cognitive decline, this session presented a discussion of trends in longevity, new research on the stages in retirement, spending and time use patterns, and life satisfaction. A comprehensive retirement plan incorporates both financial and lifestyle goals, and this session provided insight into how an advisor can help clients get the most out of this life cycle stage.

Invest in your career with a professional designation.

Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

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