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Retirement Blind Spots: Lessons From Behavioral Finance - 1 CE Credit
Planning for retirement requires logical, rational, and conscious thinking. The problem is when faced with financial complexities, many investors take shortcuts in their decision making. They become vulnerable to blind spots and make decisions based on intuition rather than careful thought. Behavioral finance seeks to explain why people make irrational financial decisions that can negatively impact their retirement planning.

Join us to explore ways to help investors recognize and mitigate these planning errors to better prepare them for the income stream they may need and want in retirement.

Discussion highlights include:

• Behavioral finance’s influence on retirement planning
• How to identify and alleviate 3 major blind spots of retirement planning
• How investors can automate income in retirement

Accepted for one hour of CFP®, CIMA®, or CLU/ChFC® CE Credit for live webinar attendees.


Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax if withdrawn before age 59½ if an exception to the tax is not met.

Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, by Jackson National Life Insurance Company of New York
(Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These contracts have limitations and restrictions. Contact Jackson for more information.

OSJ: 300 Innovation Drive, Franklin, TN 37067 Phone: 800/565-8797

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® and Jackson National Life Insurance Company of New York®. Jackson National Life Distributors LLC.

CMX26729 08/22

Aug 31, 2022 03:00 PM in Central Time (US and Canada)

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Speakers

Myles Womack
Senior Vice President, Advanced Planning & Platform Enablement @Jackson National Life Distributors LLC
Technology evolves quickly. Myles Womack keeps up with advancements and puts his knowledge and experience to work for Jackson and the financial professionals Jackson serves. In fact, as Vice President of Advanced Planning & Platform Distribution, he and his team are responsible for sales enablement efforts relating to advanced markets sales concepts, advisory platforms, and planning technology. Myles began his Jackson tenure as an intern, later becoming an Internal Wholesaler, Business Development Consultant, Senior Sales Trainer, and Desk Director. For two years, he ran a team of consultants driving technology adoption at the National Planning Holdings (NPH) network of broker-dealers. When LPL Financial acquired NPH, Myles helped large groups navigate the transition. Then, in May 2018, Myles returned to Jackson to oversee advisory integration efforts. A graduate of the University of Illinois at Urbana-Champaign, Myles also holds his FINRA Series 6, 7, 26, and 63 registrations.