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.

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