Steer Clients Clear of These Common Retirement Planning Mistakes



NAIFA Webinar
May 2015


Description

There is much more to retirement planning than funding your IRA. In this engaging and informative webinar Kristen MacKenzie, with the College for Financial Planning, shows you how to avoid the mistakes that can make the difference between financial independence and needing to return to work. Kristen will show you how to avoid common retirement planning pitfalls including; making decisions out of fear, failing to plan for longevity, making poor investment decisions, and much more.

About the Presenter

Kristen MacKenzie, MBA, CFP®, CRPC® is an associate professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in economics and later received her MBA at the University of Colorado. Prior to joining the College Kristen worked at TIAA-CREF. You can contact Kristen at kristen.mackenzie@cffp.edu.

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