Client Retirement Income Education Workshop
Why this workshop?
Clients need help understanding when and how they should take income from their retirement savings.
Today's retirement planning environment is complex. With longer life expectancies, rising healthcare costs, and fluctuating retirement savings values, generating a continuous income stream is an increasingly difficult challenge for all but the most well-prepared. Clients need to understand the challenges they will face before they retire in order to make informed decisions about when to retire and how to take distributions from their pension, 457, 403(b), and other personal retirement savings. Likewise, retirement advisors and counselors need an objective educational marketing course that teaches pre-retirees what they need to know to make a successful transition to retirement and manage their income so that they can productively and suitably help clients and prospects experience a rewarding retirement.
Who should present this workshop?
Retirement advisors who seek more productive meetings with pre-retiree and retired clients by helping them understand how to make informed decisions about when to retire, how to convert retirement savings into income, and how to manage retirement risks.
Financial education... simply well-designed®
It's no secret that educated clients are your best clients. Retirement advisors who help pre-retiree and retired clients understand how to make informed decisions about when to retire, how to convert retirement savings into income, and how to their manage retirement risks can make a first meeting seem like the third when clients are ready to act on what they've learned.
During the 75-minute, "Managing Your Retirement Income" workshop, participants are presented with information and worksheets to complete at home for use in post-program, one-on-one meetings with a retirement advisor. Our interactive delivery design, along with completion of a personalized Action Plan during the course, will faciliate your clients implementing what they've learned.
Benefits to retirement advisors
for presenting this workshop
- An increase in confidence in, trust of, and respect for your services by providing objective education for making informed decisions
- The introduction during the program of worksheets and a process developed by CRC®, CFP® and CFA® certified professionals helps you productively, profitably and suitably guide clients through a retirement income planning process
- Clients will better understand the retirement decision-making process and can be better prepared for one-on-one counseling sessions
- Clients will better understand which types of distribution options and retirement savings investments have potential for their situation, thus reducing the time needed to design a retirement income plan.
Your clients will learn the answers to:
- What new risks will I have in retirement that I don’t have now?
- How much can I spend each year without running out of money?
- What should I consider before beginning Social Security and pension benefits?
- What are my options for closing gaps between retirement resources and expenses?
- How can I increase the chance that my retirement resources last as long as I do?
Workshop length: 75-90 minutes
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Basic investment package: Per presenter fee for the initial Trainer Kit Materials below, plus a workbook fee (each workshop attendee or couple must receive a book). Trainer kit includes:
To review a summary of evaluations from a recent presentation of the workshop click here. |
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| Best value package per presenter: Includes the Basic Investment Package above, plus the 2010 Professional's Guide to Strategies for Managing Retirement Income (see sample here), a $149 value. Click here to check availability of state insurance and CFP® continuing education credits. |
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Additional resources to help you build a retirement income business:
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The 2010 Professional's Guide to Strategies for Managing Retirement Income. This self-study course will help you identify and manage retirement risks using a process and includes an instructor-led online voice recorded PowerPoint presentation. This training program along with the client workshop is the perfect turn-key retirement income management training and client education solution. (See print workbook excerpt here.View a sample of the self study elearning course here.) |
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Additional set of 25 Course Workbooks* (see excerpt here). Designed to help advisors quickly understand a potential client's needs and help workshop participants recall what it takes to manage retirement income, this workbook jumpstarts the planning process. It includes key planning worksheets and an Action Plan that can be personalized by advisors to help them be more productive when serving the middle mass and middle affluent markets. |
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Additional set of 25 Client Retirement Income Planning Worksheets booklets (see sample here). Designed to provide a process for making informed decisions and not just a product, these worksheets guide advisors and clients through a six-step, annual retirement income planning process to begin and keep a plan on track. FINRA reviewed and soon to be available electronically. *The PowerPoint and Course Workbook are currently under review by FINRA. |
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Financial education... simply well-designed® is a registered trademark of Discover Learning, Inc.
