New White Paper - Financial Gerontology

Financial Decision-Making, Retirement Planning, and Financial Gerontology

Financial Gerontology is a new and emergent field where practitioners of financial consulting are trained in the science of Gerontology. It is difficult to understand how a person could consider developing a financial plan from any perspective other than from a life course perspective. A good consultant considers past decisions and weaves them into a cohesive plan that speaks to the future well-being of the individual. The role of the financial gerontologist is to plan for the biological, psychological, social, and financial elements of an individual’s life.

It is well documented that seeking advice from a financial planner is ideal. Porto and Xiao (2016) argue that seeking financial advice is considered a desirable financial behavior, which is a component of consumer financial capability, and financial capability has been positively linked to financial wellbeing. Furthermore, they claim that financial capability can be defined as the ability to take control of one’s finances and that financial advice has been linked to improved financial behaviors and well-being (Porto & Xiao, 2016, p. 83).

For more information on Financial Gerontology, download the White Paper at the IARFC Store.

Download New White Paper at IARFC Store

Additional Topics Explored

In addition to the Register, these topics of Financial Gerontology will be explored further: • What Makes a Financial Gerontologist Different From a Financial Consultant • Taking a Life Course Framework Approach to Planning • Psychological Factors Related to Financial Decision Making • Financial Gerontologists as Futurists • The Role of Transitions • My Vocation as a Financial Gerontologist • Maximizing Your Longevity Bonus • Ageing Your Way and Make the Most of It • Build a Strong Social Support System • Give Back as You Age • Cultivate Happiness • Call to Action

Dr. James L. Flanagan MRFC®, CEP is the President of Bentron Financial Group, a firm specializing in retirement and estate planning. For over 30 years Jim has been helping people at or near retirement with investments, risk management, estate planning and longevity issues. Jim’s work in the field of Gerontology uniquely positions him and his firm to help people age successfully. Contact: (630) 505-8375 www.bentron.com