The Retirement Professional's Introduction to Managing Retirement Income PDF Download


2.5 hrs of CRC CE

How is planning for retirement income different than it was in the past? What do pre-retirees need to be aware of before they retire from their job, take SS or their pension?


Price: $79.00

Continuing Education Credits Available:
Approved for 2.5 hours CRC CE credits. Cost of course includes free reporting to InFRE of CRC CE credit after passing CE exam.
 
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Preview the course contents here
 
Course Description:
Let's face it: Retirement income management is complex, and most retirees will need help aggregating and converting assets into a lifetime income stream. Retirement professionals face many challenges as they are called upon to convert retirees' savings to income. Learn the challenges of managing income over a period of uncertain length and expense as well as how the definition of risk changes during retirement with this introductory course. This course brings together a wealth of knowledge from some of the nation's most respected retirement specialists and financial professionals.

Topics covered in this course include:

This self-study guide will introduce you to key concepts and strategies for generating retirement income, such as:

  • How to quickly estimate the duration of a client's assets for an initial assessment of their situation.

  • Retirement risks unique to retirees and options for managing them

  • Options for addressing gaps between retirement expenses and retirement income

  • Strategies to convert resources into retirement income

Learn of the key challenges facing retirees today.

Specifications:
PDF Download with single print option.

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