Back
Free Site registration

Sign up today and gain full instant access to member-only content

  • Earn CE Credits

  • Access our Discussion Boards

  • E-Newsletters - Retirement Planning, Wealth Advisor

  • Attend Coaching Sessions and Web Seminars, Podcasts and more

Financial Behavior in Retirement Summit: Can We Talk? Critical Behavioral Conversations With Boomers

November 17, 2009

Click here to see the entire podcast library from our Financial Behavior in Retirement Conference

So much of this past year has been focused on investment expectations, but there's still plenty of other areas that need attention. How can your staff best prepare clients for the necessary discussions with parents, financial support of adult children, and realistic work expectations.

  • Utilizing behavior biases in retirement communications
  • Role playing with your staff to produce better discussions with retirees
  • Gathering wisdom and beginning dialogue around sensitive boomer issues.

Deena Katz, CFP®
Associate Professor, Personal Financial Planning Division
Texas Tech University
Founding Partner of Evenksy & Katz
Evenksy & Katz  

Click here to Download Podcast


¦
Advertisement