Data Knows Best: What Research Says About Your Client's Retirement Planning

This webinar is the first session in the 3-day Personal Finance Virtual Learning Event focused on retirement issues. Learn more about the event and the other sessions here.

During this webinar, we'll discuss the importance of research in understanding how to navigate personal finance decisions and understanding financial behavior. Kim Blanton will provide the big picture in terms of how Americans’ retirement preparation is changing. She’ll discuss what the research says about the crucial elements of retirement planning, the pitfalls of focusing too much on investments, the public’s misconceptions about Social Security, and touchstones for retirement planning such as medical spending and replacement rates.


AFC-credentialed participants can earn 1.5 CEUs. More information about this process is available here. This webinar is approved for 1.5 general CEUs for FinCert Certified Personal Finance Counselors (CPFC).

How to Join the Webinar

You may connect via the APAN Connect system or YouTube Live. For tech support for either system, email us at

  • APAN Connect (direct interaction with presenters and audience)

    • To get the URL for the webinar, register in the grey box at the top-right of this page

    • Go mobile by viewing on the Adobe Connect app (Android & iPhone compatible)

    • If you cannot access APAN Connect, view via YouTube Live

  • YouTube Live (broadcast only, limited interaction)

Visit our How to Join page for full information on viewing options and troubleshooting tips.


Kimberly Blanton developed and writes Squared Away, a personal finance and retirement blog at Boston College, and is a former financial and economics reporter who wrote for The Boston Globe, The Economist, and other publications. Kim earned a B.A. and M.A. in economics from the University of Indiana Bloomington and her fellowship in journalism from the University of Maryland.

Created by Molly Herndon

Primary Audience: Not Set