The January 2021 Business Success Knowledge Circle will be held on Wednesday, January 13th at 3 pm ET.
Guest speaker Robert Laura will be presenting, "Better Retirement Decisions Through Behavioral Economics & Psychology."
What if I told you clients don’t always make retirement decisions that are in their best interest? What if I said I could explain why some clients thrive while other clients struggle with their new life in retirement? Or what if I suggested that our industry’s overreliance on financial factors to help clients make retirement decisions is a major reason a growing number of people are failing during the initial stages of transition?
During this presentation we will explore how factors like biases, anchors, and loss aversion can impact a client’s personal life in retirement. Reality is, retirement doesn’t eliminate work, it just reorients it. As a result, there is a new narrative in retirement planning where advisors need tangible, concrete tools and resources that deliver a truly holistic approach to retirement planning.
The program will provide key insights and useful topics for discussion to help advisors move from a purely financial relationship to one where they can add personal value and not only help clients better prepare for life after work, but help them thrive throughout it.
Robert Laura is a pioneer in the psychology and social science of retirement planning. He is a three-time best-selling author, nationally syndicated columnist for Forbes.com and Financial Advisor Magazine and recognized presenter at retirement conferences across the country. His work has reached millions of retirement readers through seven books, twelve guides, and over 800 articles. As a former social worker turned investment advisor, he has found that retirement is among the most fascinating, yet least understood, phases of life. As a result, he has developed a game-changing, holistic approach for life after work.
Please note, this Knowledge Circle will run a little different. The registration link will take you to our new Learning Management System at fpalearning.onefpa.org. You will register here and on the day of the webinar you access the call by going to this website and going to your dashboard.