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Many retirees require a goals-based planning approach, particularly when generating a consistent and sustainable income stream in retirement. As clients transition from accumulation to decumulation, advisors are turning to flexible solutions to deliver a certain level of consistent income to meet their needs in the current low-yield retirement.
As clients transition from accumulation to decumulation, advisors are turning to flexible solutions to deliver a certain level of consistent income for retirees. On August 26th, join retirement experts to arm yourself with effective strategies.
Credit Information
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Description
Plan to join us on August 26th from 11:00 a.m. - 3:30 p.m. ET to learn from and ask questions of experts in real-time.
Included Sessions:
- Sessions and speaker information coming soon!
Continuing Education (CE) Credit:
- Up to 4 hours of CE credit for CIMA®, CPWA®, RMA® and CFP® certifications (pending approval)
- Credit will be uploaded to your certification record(s) within 2 weeks of the event