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CRC 4 Fundamentals of Retirement Income Management
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Presents a well-developed retirement income planning process that will help you help clients/plan participants shift from retirement accumulation planning to retirement distribution planning.
Price:
$140.00
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Continuing Education Credits Available:
Approved for 7.5 hrs CRC CE credits. After passing the exam, reporting to InFRE for CRC CE credit is free.
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Preview the course contents
here for Course 4.
Course Description:
In InFRE CRC #4 you will study InFRE unique Retirement Income Management content. This guide allows professionals to finalize the knowledge needed to create a lifetime income stream after retirement. The focus is on how to use a process to help clients evaluate and manage retirement risks.
CRC#4 teaches you to coordinate the work you do as a retirement professional with other advisors essential to the retirement planning process. Topics include:
Retirement accumulation model
Retirement income management model
Determining client retirement income and expense gaps
Managing retirement risks
Identification of client tax and estate planning issues and opportunities
Converting resources into income
Working with other professionals
Specifications
:
Hard copies of study guides are provided in a perfect bound format for storage and reference. Individual study guides CRC 1 - 4 may be purchased for $135/study guide. CRC 5 is available for purchase at $70.
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