In collaboration with Helios Quantitative Research, Hartford Funds, and the MIT AgeLab, we are excited to announce another continuing education workshop for on-the-go financial professionals.
What are we covering?
According to Dr. Joe Coughlin, founder, and director of MIT Age Lab, clients’ biggest fear may be outliving their wealth in retirement, but there’s an even greater risk of:
• Not being able to age in their home
• Not having access to the things they enjoy
• Loneliness and isolation due to a shrinking social network
Planning for these risks is an integral part of preparing to live longer, better. Learn three simple questions that integrate these issues into a holistic planning discussion and can help make planning for the future more manageable.
What will you get?
One hour of CE credit applied to CFP, IWI, or CPA designations.
How do you receive credit?
Register with your legal name and proper licensing information, stay for the entire webinar (that part is important), and we will submit the time directly to the correct agency.