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In the 21st Century, the landscape of retirement is changing.
People are living longer and retirement is no longer thought of as a destination, but as a transition: with an ending, a period of unknowns and a new beginning.
It’s important for people to think about what they are retiring TO rather than just what they’re retiring FROM. It’s hard enough for an individual to deal with these retirement transition years, and can be even more complicated for couples who may have differing ages, energy levels, priorities, values, goals and dreams. It may also feel like a challenge for the adviser to work with a couple as the client.
Using the framework of “The Couple’s Retirement Puzzle”, this webinar will help advisers understand some of the important conversations couples need to have, to develop tools to help couples better communicate with each other and to develop a vision for the years ahead, and to understand some of the challenges and rewards in helping couples have these important conversations.
In "The Couple's Retirement Puzzle" by Dorian Mintzer, you will:
- Learn about the changing landscape of retirement;
- Gain a better understanding of the changing demographics of couples;
- Recognize some must-have conversations;
- Develop some tools to help clients communicate more effectively with you and with each other;
- Learn how to help clients develop a vision for the years ahead;
- Understand some of the challenges and rewards of helping couples have important conversations.
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 Dorian Mintzer, M.S.W., Ph.D., BCC, CSA.
Meet Dorian Mintzer, Ph.D., Retirement Transition Coach
Retirement planning experience
Dorian Minzter is an experienced Therapist, Life and Retirement Transition Coach, Relationship Coach, Executive Coach, Author, Speaker and Teacher. In her work with individuals and couples, she weaves her personal and professional experiences with her understanding of adult development, positive psychology and holistic life planning into programs that shape clients’ energies into roadmaps for wiser, more enhanced living.
Retirement planning thought leadership and expertise
Dorian consults with Financial Planners and other professionals. She is the co-author of The Couple’s Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together, and a contributing author to Not your Mother’s Retirement, Live Smart After 50!, 65 Things to do When you Retire, 70 Things When You Turn 70, 80 Things to do When You Turn 80, Remarkable and Real, Out of the Box Retirement and Right Sourcing Retirement. In addition, she has taught in a Gerontology Certificate Program.
Dorian Mintzer has been featured in national media such as the NYTimes, WSJ, USA Today, CNN Money, Forbes, Next Avenue, The Financial Times, NBPR, ABC Evening News and the Today Show and have given a TedX talk: “Embracing your Bonus Years: A Time to Grow, Learn and Evolve.”
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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