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Investments & Wealth Strategy Forum 2023 - New York City

Speaker & Session Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Soft Side of Retirement

Michael Finke

Presented by
Michael Finke, PhD, CFP®

Professor and Frank M. Engle Distinguished Chair of Economic Security, The American College of Financial Services


November 29, 2023
2:30 - 3:20 p.m.     

Retirement planning is more than just building a nest egg. This session introduces the three pillars of life satisfaction in retirement: relationships, health and money. We will discuss the research around building a more satisfying retirement including the importance of social spending, relationships, the impact of health, trends in longevity and the psychological and economic challenges retirees face managing their savings to fund a lifestyle. By understanding research on spending, improvements in lifespans, cognitive and physical changes, predictors of well-being, and retirement income, advisors can help clients build a more satisfying and fulfilling retirement.

Learning Objectives:
  • Understand the predictors of life satisfaction in retirement
  • Evaluate how investments in relationships, health and money affect happiness
  • Recognize how cognitive and physical aging affect retirement planning

Speaker Bio

Michael Finke, PhD, CFP®
Professor and Frank M. Engle Distinguished Chair of Economic Security, The American College of Financial Services


Michael Finke is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from The Ohio State University and in finance from the University of Missouri. He leads the O. Alfred Granum Center for Financial Security at The American College of Financial Services and is a Research Fellow at the Retirement Income Institute, a member of the Defined Contribution Institutional Investment Association Academic Advisory Council and serves as a trustee on the Pension Reserve Trust of Puerto Rico. He is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction and cognitive aging. He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.

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