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Plan for the 21st Century Retirement

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Older workers face a series of critical decisions as they transition from the workforce into retirement. These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance your health and longevity, and nurturing your social portfolio. All these decisions are influenced by behavioral economics factors. Financial planners are ideally positioned to help their clients navigate these decisions. During this FPA Annual Conference 2018 session recording participants will learn about a game plan to address these challenges, including behavioral considerations.

  • Understand the most important financial and lifestyle decisions facing older workers as they transition from the workplace into retirement
  • Learn how to build a portfolio of retirement income, protect against common retirement risks, and integrate their financial strategies with their lifestyle decisions
  • Discover the behavioral principles that can influence older workers' retirement decisions, and how to use these principles to make more effective decisions

Steve Vernon, FSA

Research Scholar, Stanford Center on Longevity

Steve Vernon is a Research Scholar at the Stanford Center on Longevity, and is President of Rest-of-Life Communications. In both roles, he is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 30 years, he helped Fortune 1000 employers design, manage and communicate their retirement programs. Steve writes a twice-weekly blog column on retirement strategies for CBS MoneyWatch. He has published five books on retirement planning, including his latest book Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life.

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Plan for the 21st Century Retirement
Open to view video.
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Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available