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Join Eric T. Ludwig, PhD, CFP®, RICP® and Jamie Hopkins, Esq., CFP®, ChFC®, CLU®, RICP®, LLM as they discuss treating retirement income planning as a change management project. They explore how frameworks and processes from business and behavioral theories can be applied to retirement planning to better guide clients through the significant transition from working life to retirement. The conversation covers different change management models such as ADCAR and the Trans-Theoretical Model (TTM), emphasizing the importance of awareness, desire, knowledge, ability, and reinforcement in helping clients adapt to their new financial realities. Practical tips for advisors on implementing these models to improve client outcomes are also provided.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Explain how change management principles can be applied to retirement income planning.
- Discuss the steps and components of the ADCAR and Trans-Theoretical Model (TTM) change management frameworks.
- Describe practical strategies for financial advisors to help clients navigate the transition to retirement using change management processes.
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%.
Retiring is a Change Management Issue
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