Retirement Knowledge and Readiness workshop with John Nelson and Tom Holubik
2 hours of CRC® CE
InFRE worked with the Office of Personnel Management to create a retirement readiness profile to help with a mandated retirement financial literacy initiative for federal workers.

Price: $29.00

 
Course Description:
InFRE worked with the federal government’s Office of Personnel Management (OPM) creating a retirement readiness profile to help OPM comply with a mandated retirement financial literacy initiative for federal workers. Join us in this practical, two-hour session to learn more about:

1. How retirement readiness requires workers to acquire both knowledge and resources prior to retirement

2. InFRE’s new Retirement Knowledge Questionnaire research and how it can be used to help you work smarter to provide more effective and targeted education and counseling programs

3. InFRE’s new General Population Survey research prepared by Mathew Greenwald and Associates to see how for the first time an integrated, multi-disciplinary approach is being utilized to help workers evaluate their retirement preparedness.

Specifications:
Recorded NAGDCA conference session presentation with John Nelson and Tom Holubik

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