Date/Time: August 25, 2010 (2–3 p.m. EDT)
Presenters: Greg Salsbury, Ph.D.
Educational Track: Technical Knowledge
CFP Board CE Credit: 1.0
Career Level: I, II, III
FPA Competencies: Relationship Skills, Communication Skills, Critical Thinking
CFP Board Topic List: General Principles of Financial Planning, Retirement Planning, Client Trust and Communication
Tuition: Free FPA members, $45 nonmembers

Please Note: Registration for this event will end 15 minutes prior to the start. Seating is limited and entering the session late may cause problems with earning your CE credit, so please register early.

Type of Event

Streaming: Audio and visual presentation through your computer

About the Program

Salsbury's  presentation introduces participants to an entirely new way of thinking about retirement. In the post-Meltdown era, managing clients' emotions is just as important as managing their investments. Salsbury will discuss how this new economic environment is exacerbating dangerous financial behaviors, and offer advice for helping clients avoid psychological traps that can derail their retirement dreams.

Learn About

• How the recent financial Meltdown has impacted retirement planning
• How to recognize psychological biases that can influence investor behavior and lead to poor financial decisions
• Why clients need to stop viewing retirement as a "zone"
• How the role of the advisor is evolving to become more comprehensive

Who Should Attend

This session will benefit planners at all career levels; the content is relevant to all advisers who wish to better understand and address their clients' behaviors and emotions.    

Our Speaker

Greg Salsbury, Ph.D. has spent more than 20 years researching and writing about retirement planning and investor psychology. He is also a frequent keynote speaker and widely published author in the areas of employee motivation and marketing communications. He earned his doctorate from the University of Southern California and received Master's degrees from both the University of Illinois and USC's Annenberg School for Communications. 

Salsbury is currently executive vice president of Jackson National Life Distributors LLC, the sales and marketing organization of Jackson National Life Insurance Company^® (Jackson^®). He lives in Denver, Colorado, with his wife and three children.