Exceptional Advisor® Webinar Series

brought to you by the Investments and Wealth Monitor®

Retirement Risks in a Post-Pandemic World Webinar

December 3, 2020 | 4:30 - 5:30 p.m. ET
In this exclusive interview, Tony Davidow, CIMA®, interviews Anna M. Rappaport, FSA, MAAA. Retirees and those nearing retirement face a number of challenges post-retirement. The Society of Actuaries has done extensive research on post-retirement risks and Anna Rappaport has been involved in this research for more than 20 years. COVID-19 has exacerbated some of the risks and uncertainty surrounding retirement plans. In this session, we will delve into the following topics and more: major retirement risks, whether public knowledge matches commonly accepted planning models, gaps in public knowledge about the risks, lessons learned from the COVID-19 experience, and how advisors can help with some areas where there is commonly less planning.

Featured Speaker

Anna M. Rappaport, FSA, MAAA

Anna Rappaport is an internationally recognized expert on the impact of change on retirement systems and workforce issues. Following a 28-year career with Mercer Human Resource Consulting, Anna established her own firm, specializing in strategies for better retirement systems. Prior to working with Mercer she spent the years from 1958-1976 in the life insurance industry. Anna has helped many organizations develop their strategies with regard to retirement benefits. She is committed to improving America’s retirement systems, with special focus on women’s retirement security. In her organizational participation, writing and speaking, she brings forward important issues to ensure that decision makers can act on the best available information, strongly driven by facts and thorough analysis. She is a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries, and earned an MBA from the University of Chicago.  

Registration & Fees (USD)

Complimentary, with option to donate to the Investments & Wealth Institute Scholarship Fund

Register

Note: After registering, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website.


Continuing Education 

Learners must be logged in to the webinar delivery platform on December 3, 2020 for the entire webinar to receive the corresponding continuing education (CE) credit. Pending approval, the following entities will accept it for CE credit:

Investments & Wealth Institute®

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Automatically added to certification record within 2 weeks of the event 

CFP Board

  • 1 hour of CE credit for CFP® certification, pending approval
  • Automatically added to certification record within 2 weeks of the event 

Note: In order for CE reporting to take place, you must enter your Institute ID and/or CFP Board ID number in the GoToWebinar platform when you join the webinar.

Access Instructions

After registering on this website, you will receive an email that will include both a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within one week of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications, but will not qualify for CFP CE credit.