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PFP Study Group: Key Information to Help Your Clients Transition to a Healthy Long Retirement

Description

Along with financial planning, a retirement plan should include elements of maintaining relevance and meaning, getting and staying active, minimizing risks to longevity, and staying healthy. About two-thirds of men with high-responsibility positions do not navigate the retirement transition well. This can be improved with planning.

Learning Objectives

– engage in strategic steps to promote a long, healthy, active retirement; avoid the common pitfalls.
– understand what changes through one’s life span and how that impacts health, risks for health decline (that can be prevented), and the impact of medication.
– get the most from today’s healthcare system to stay the healthiest version of themselves.

Major Topics

– common pitfalls of retirement
– strategic planning to avoid these pitfalls
– health and physiologic changes of time that can pose risk and lead to pitfalls
– preserving health in today’s healthcare climate
– navigating today’s healthcare to manage and avoid pitfalls

Course Level
Intermediate
CPE Field of Study
Communications and Marketing
2
Who Should Attend
Financial Planners, Accountants, Wealth Managers, Insurance Agents and Professionals who work with clients who are nearing or just past retirement.
Prerequisites

Experience with clients who have struggled with the transition to retirement from a health or contentment perspective.
Experience with clients who are planning retirement or have retired from executive/leadership/high-demand positions.

Advanced Preparation
Location
 
MACPA Towson Center
901 Dulaney Valley Rd
Towson, MD 21204 US
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When
Jan 15, 2019
9:00 am - 11:00 am EDT
Location
MACPA Towson Center
901 Dulaney Valley Rd
Towson, MD 21204 US
Format
In-Person

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$ (% off)
$25.00

NON-MEMBER


$ (% off)
$75.00
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PFP Study Group: Key Information to Help Your Clients Transition to a Healthy Long Retirement


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