Sessions Tagged With 'retirement planning'

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Catch-Up Retirement Savings Strategies

Thursday, June 8, 2017 at 11:00 am EDT - Presented by Barbara O'Neill

This webinar is the third session in the 3-day Personal Finance Virtual Learning Event focused on retirement issues. Learn more about the event and the other sessions here. Join Dr. Barbara O'Neill for a discussion on savings strategies for late savers and resources for...

The New Retirementality

Wednesday, June 7, 2017 at 11:00 am EDT

This webinar is the second session in the 3-day Personal Finance Virtual Learning Event focused on retirement issues. Learn more about the event and the other sessions here. Are your clients worried about whether or not they'll be able to retire? Join the tens of thousands of...

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

Tuesday, June 6, 2017 at 11:00 am EDT

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...

Family Resource Management and Positive Psychology

Wednesday, April 26, 2017 at 12:30 pm EDT

Research from the field of positive psychology can work with family resource management to improve educational efforts, positive behavior change and, most importantly, outcomes. Personal finance education is more complete and holistic when drawing from both important...

Family Farm Transition Webinar

Tuesday, June 9, 2015 at 12:00 pm EDT - Presented by Shannon Ferrell

Planning to transition the family farm from one generation to another generation? This can be a very difficult process that requires good communication skills, goal setting, financial analysis, tax planning, and retirement planning. Dr. Shannon Ferrell(link is external),...

Financial Planning for the Second Half of Life

Tuesday, September 23, 2014 at 11:00 am EDT - Presented by Barbara O'Neill

The United States has an increasingly aging population including baby boomers age 50 to 68 (in 2014). Older adults face unique financial planning challenges. These include making irrevocable decisions about claiming Social Security benefits, selecting Medicare supplement...