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This two-part episode series explores the landscape of retirement planning, starting with Eric Ludwig and Jamie Hopkins in part one discussing the importance of starting retirement conversations with “why,” emphasizing the need for a purpose-driven approach to retirement planning that aligns financial strategies with personal values and goals. They explore the psychological aspects of retirement, underscoring the impact of personal motivations and the importance of addressing both financial and emotional preparedness.
In part two, the discussion expands with David Blanchett joining the conversation, focusing on why optimal retirement income strategies don’t always equate to the best solutions for individuals. They challenge traditional notions of “optimal” by incorporating behavioral finance, personal preferences, and the adaptability required to truly meet individual needs. Together, these episodes offer a comprehensive view on rethinking retirement planning to better serve the complex, varied needs of individuals embarking on their retirement journeys.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Understand the significance of starting retirement planning conversations with “why” and its impact on personalizing financial strategies
- Explore the limitations of traditional “optimal” retirement income strategies and the importance of considering individual preferences and behavior
- Learn how to integrate behavioral finance insights into retirement planning to create more adaptable, client-focused financial plans
Presenters
Eric T. Ludwig, PhD, CFP®, RICP®
Jamie Hopkins, Esq., CFP®, ChFC®, CLU®, RICP®, LLM
David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®
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%.
Redefining Optimal: Aligning Retirement Strategies With Your Life’s Why
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