CE Credits: 1
Level of Complexity: Intermediate
Older workers face a series of critical decisions as they transition from the workforce into retirement. These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance your health and longevity, and nurturing your social portfolio. All these decisions are influenced by behavioral economics factors. Financial planners are ideally positioned to help their clients navigate these decisions. Attendees will learn about a game plan to address these challenges, including behavioral considerations.