Live Webinar Ended
Continuing Education
Retirement Wellness: Understanding Attitudes and Approach with DataPoints + Wealthbox (CFP® CE)
Tuesday, February 10, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
A client’s perspective on and expectations for retirement can greatly contribute to wellness in this stage of life. By uncovering attitudes towards retirement, financial planners are better able to help clients align their mindsets with finances. In this session, you’ll learn about the factors that contribute to retirement satisfaction, different approaches to retirement, and how to measure client retirement attitudes.
This webinar will cover
- 1 The key factors that influence retirement satisfaction and overall well-being
- 2 Different approaches clients take toward retirement, and how those perspectives shape planning decisions
- 3 Practical ways to assess and measure client attitudes toward retirement to better align mindset and financial strategy
*This webinar is eligible for one CFP® CE credit. Attendance at the live event is required for credit.
SPEAKERS
Sarah Fallaw
President
DataPoints
Andrew Ladwig
Director of Business Development
Wealthbox
“With the DataPoints integration with Wealthbox, advisors can easily add the psychology of financial planning to workflows and communication, thereby personalizing each client interaction based on investor personality, money attitudes, and client money scripts.”
