Strategies for Managing Retirement Income Live Workshop

Do you have a group of professionals who would benefit their clients and grow their business by learning the key strategies for managing retirement income? Save by holding this 4 hour course for up to 50 people!

Retail: $6,000.00


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Course Description:
The 4 hour live version of this course is available for up to 50 participants per session. Each course participant will receive a self-study workbook with worksheets and reference material. All advisors who complete the course will be required to complete and pass a 60 question knowledge assessment in order to earn insurance CE.

Here's what you'll learn:
  • A six-step process for creating a retirement income plan, complete with a sample worksheets

  • How to assess a client’s particular income needs and preferences

  • The four greatest risks retirees face and how to manage them

  • How to identify and manage a client’s total retirement assets

  • Why traditional income calculations and assumptions are inadequate

  • When and how to liquidate assets

  • Tax and income distribution issues advisors should know about

  • How to create secure income that lasts a lifetime

  • How to tailor an income management plan to individual clients

What are the benefits to the advisors who take this course?
  • Learn a six-step process complete with client worksheets developed by CFPs®, CFA®s and Certified Retirement Counselors® (CRC®) to guide retirement income management planning

  • Gain a better understanding of types of investments most suitable for a client’s needs and goals

  • Earn CRC®, and state insurance CE credits (check by state)

Specifications:
Four hour live presentation workshop

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