Redefining Retirement

By Investments & Wealth Institute

Until now, nearly all retirement planning has been fiscal. Once your finances are in order, the question remains: What will you do with your time in retirement? It's a bigger challenge than expected and very few sources address the problem. Shortly after the euphoria of "Yahoo! I don't have to go to work today!" wears off, new retirees often feel an overall sense of ... loss of social interaction from fellow employees, loss of purpose, and disconnection from society. How do you redefine retirement so it provides a continued life of fulfillment and purpose? How do you live a balanced life in retirement when you discover that golf and grandkids aren't enough? How do you determine the difference between pleasures and fulfillment? Advisors continually face the complexities of clients' issues on finances, but more often are expected to be a counselor and offer non-financial advice. Join Larry Jacobson, Chief Retirement Coach & Founder, Buoy Coaching, to gain a better understanding of the issues facing your clients.

Investments & Wealth Institute®, formerly IMCA, is a professional association, advanced education provider, and certification board for financial advisors, investment consultants, financial planners, and wealth managers who continuously strive for excellence and hold themselves to the highest ethical standards. Learn more at www.investmentsandwealth.org.

Redefining Retirement

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 8

Professional Development

1.00

Compliance

--

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Financial Planning

1.00

Practice Management Credits

--

Course Type:

Web Link

Passing Grade:

7/10 (70%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER