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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 clients' needs in the current low-yield environment. This program will introduce you to strategies and considerations for creating holistic, goals-based retirement income plans for your clients.
Expiration:
Keyword(s)
Nicholas Halen, Avi Sharon, David Lau, Jeffrey Levine
Learn strategies for designing holistic, goals-based retirement income plans for your clients that are transitioning from accumulation to decumulation.
Credit Information
4
Description
Included Content:
- Modern Retirement Portfolio Theory: The Efficient Income Frontier | Nicholas Halen | 1 CE credit- Behavioral Outcomes of Retirement Planning | Avi Sharon | 1 CE credit-How and When to Use Commission-free Annuities in a Holistic Financial Plan | David Lau | 1 CE credit
-10 Critical IRA Errors Advisors Must Avoid | Jeffrey Levine | 1 tax & regulations CE credit
Continuing Education (CE) Credit:
- 4 hours of CE credit, including 1 tax & regulations hour, for CIMA®, CPWA®, and RMA® certifications
- Learners must watch each presentation for the required 1-hour minimum
- Credit is uploaded to your certification record within 1-2 business days of viewing each presentation
Expiration:
This program is available for online viewing for one year.