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In this insightful presentation, Eric Ludwig, PhD, CFP®, RICP® and Jamie Hopkins, Esq., CFP®, ChFC®, CLU®, RICP®, LLM delve into the evolving landscape of retirement income planning, highlighting the critical need for effective information dissemination across different age groups. They discuss a study revealing a significant knowledge gap in Medicare among individuals under 65, contrasting with the better-informed older population who have recently navigated these decisions. Ludwig and Hopkins emphasize the importance of adapting communication strategies to meet the needs of various demographics, ensuring that crucial retirement planning information is accessible and understandable. Throughout their conversation, the speakers propose further exploration of financial literacy and its impact on retirement preparedness, indicating plans for more detailed discussions in future sessions. This presentation is a must-watch for those interested in the intersection of financial planning, education, and the challenges of preparing for a secure retirement.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Understand the Current Retirement Income Landscape
- Identify the Knowledge Gaps in Medicare and Financial Literacy
- Explore Effective Communication Strategies for Retirement Planning
Presenters
Eric T. Ludwig, PhD, CFP®, RICP®
Jamie Hopkins, Esq., CFP®, ChFC®, CLU®, RICP®, LLM
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
The Retirement Income Landscape Today
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