Retire On Your Terms

National Retirement Planning Week®

nrpw18

National Retirement Planning Week® 2018, a national effort to help consumers focus on their financial needs in retirement, will run from April 9-13. The National Retirement Planning Coalition (NRPC), a group of prominent education, consumer advocacy and financial services organizations led by the Insured Retirement Institute (IRI), will support the movement with a number of coalition activities throughout the week.

The goal is to promote the importance of comprehensive retirement planning. Despite developing trends that have made planning for and funding retirement more difficult – it is still possible to “Retire On Your Terms” if comprehensive retirement plans are properly developed and managed. 

We encourage people to provide their support and take action during NRPW. Use the links below to let us know how you will be helping yourself and others reach a safe and dignified retirement. 






Events During NRPW

NRPW Media Kick-off Call

Join IRI and the National Retirement Planning Coalition for our NRPW kick-off call. Members of the press are encouraged to join. IRI President and CEO Cathy Weatherford will provide an overview of the week, along with unveiling our new Boomer research. Please email John Jennings (jjennings@irionline.org) if you are a member of the press and would like to join. 

Monday, April 9

Success in Income Planning: Client-focused strategies that stand the test of time

IRI will host a CE webinar for financial professionals on April 9th. Learn how to create retirement income strategies that help clients manage sequence of return, market volatility, inflation, longevity, and excessive withdrawal risk. This webinar will provide strategies to help advisors increase confidence levels in clients' retirement income plans.

Monday, April 9

Making the long-term care conversation an integral part of retirement planning

IRI will host a CE webinar for financial professionals on April 10th. We will educate attendees on the growing need for long-term care planning and will provide best practices on how to maximize your long-term care conversations with clients and their families.

Tuesday, April 10

Lunch Panel Discussion: Increasing Access to Lifetime Income

2203 Rayburn House Office Building
12:00 pm - 1:30 pm

A panel of prominent leaders from the insured retirement industry will be discussing the challenges of retirement savings in the 21st Century and what opportunities exist to expand savings and access to lifetime income. The event will also feature remarks and a visit with a Member of Congress.

Wednesday, April 11

Financial Counseling & Planning Event 1

Financial advisors will meet with Capitol Hill staffers in 15 minute intervals to help them with budgeting and setting goals, planning and achieving those goals, and managing and understanding them.

Thursday, April 12

Financial Counseling & Planning Event 2

Financial advisors will meet with Capitol Hill staffers in 15 minute intervals to help them with budgeting and setting goals, planning and achieving those goals, and managing and understanding them.

Friday, April 13