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Some workers seek out retirement planning information -- while others avoid it. They all hope to have a good life in retirement, yet approach it differently.
When people do “life planning,” it helps them do a better job of retirement planning. Learn how to engage your audience by using a broader approach.
How can you help people become more fully engaged? How can you prompt them to design their next stage of life — even if they’ve been putting it off?
Gain insights and ideas on how to enlist an employees’ or clients’ whole person into planning for their retirement well-being.
This session, "What Color is Your Parachute? for Retirement" by John Nelson, shows you how to connect with your audience by:
- Acknowledging their fears and concerns — including ones they don’t talk about;
- Tapping into their greatest hopes and dreams for the future;
- Identifying the biggest blind spots in their retirement planning.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is John Nelson, Purposeful Retirement Advocate & Coach, Co-Author What Color Is Your Parachute? for Retirement and Creater of the Retirement Well-Being Model.
Meet John E. Nelson – Purposeful Retirement
Advocate, Author & Coach
Retirement planning experience
John E. Nelson is a nationally known writer and speaker on life stage planning, focusing on how people plan for better prosperity, health and happiness. He the author of “What Color Is Your Parachute – for Retirement” with Richard Bolles.
Retirement planning thought leadership and expertise
John started his career as a technical retirement plan consultant, when he realized that the technicalities of retirement planning did not always translate well to personal life planning. He embarked on earning at PhD at the University of Wisconsin where he was able to study with visionaries including Martin Seligman, University of Pennsylvania, and David Cooperrider, Case Western Reserve, to look at retirement in a different way.
John took all he was learning and developed the “Well-Being Model” as a practical and concrete model for helping future retirees allocate assets in their portfolios along with making life decisions such as where to live and how to find the ideal career. As John says, “I’ve been working to figure out a better way for us to plan the second half of life. Not just our careers and finances, but our lives.”
While the Well Being Model is based in theory, many organizations were able to immediately see the practical applications. It was adopted by the U.S. government as the underlying structure for an employee education program for all federal agencies. The Model also has been used by AARP and Fortune “100 Best Companies to Work For” employers and others to help structure their employee education programs.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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