What You'll Learn
Health is wealth, and it has a major impact on your life, business, and retirement. Learn how to do health the "financial advisor way." You will discover why financial security is no longer enough when planning for retirement and what to include in that process to be successful.…
Health is wealth, and it has a major impact on your life, business, and retirement. Learn how to do health the "financial advisor way." You will discover why financial security is no longer enough when planning for retirement and what to include in that process to be successful. Uncover the three-step framework that will create wellth [an abundance of health & wellness] in your body, confidence in your business dealings, and peace of mind about your future. This is not your typical diet and exercise nonsense we've all heard a million times. We will focus on systemic transformation of thoughts and actions that will forever change the way you look at your health - and how you work with your clients. You will walk away with four tools you can use with your clients today to improve their retirement planning from a health perspective.
Learning Objectives:
1. Recognize why it's no longer enough to strive for financial security in retirement.
2. Understand the difference between lifespan, healthspan, and sickspan and the impact they have on retirement planning.
3. Discover the three step framework for approaching health from a financial perspective.
This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.