Retirement Income Management: Professional Education

Retirement income education
and training solutions
for professionals

Since 2005, the InFRE ^® Retirement Resource Center, LLC, (IRRC) has led the industry in providing expert resources and sound planning techniques through a series of workshops, elearning, print and audio courses, and client/employee education on Managing Retirement Income for retirement professionals who want to participate in the income management segment of the retirement market.
Over 14,000 advisors have participated in our programs to understand how to manage their clients' retirement income and risks. By using a six-step holistic approach, learners experience the challenges of managing income over a period of uncertain length and expense, as well as how the definition of risk changes during retirement. Introductory and intermediate-level programs (see below) are available in elearning, print, and audio formats on Managing Retirement Income, as well as a FINRA-reviewed client workshop and client income planning worksheets.
Practical, high-value, business-building education solutions
1. Introduction to Managing Retirement Income. Presented by Kevin Seibert, CFP^®, CRC^®, CEBS, this 1.5-hour recorded webcourse is designed to help advisors and retirement counselors be more aware of how retirement distribution planning is different from retirement accumulation planning. Learners will be introduced to the challenges of managing income over a period of uncertain length and expense as well as how the definition of risk changes during retirement.
A. See and hear excerpt from recorded webcourse here B. See excerpt 90 page ebook, Professional's Introduction to Managing Retirement Income self-study course here.
2. Professional's Guide to Managing Retirement Income. Available in four formats, this in-depth course will help you apply what you already know about retirement accumulation planning to retirement distribution planning. By using a six-step holistic approach, you will be able to provide important guidance while also assuring clients/employees they are doing what is best for them and increasing their confidence in you. New concepts and strategies specific to distribution planning are also introduced. A process is demonstrated to help you address retirement risks and income goals to manage in a new retirement environment where clients are retiring earlier, living longer and have higher lifestyle expectations. A case study and sample planning worksheets reinforce application of the process when working with clients to create a customized plan. Available in print, elearning and audio formats. C. See excerpt of 300 page, in-depth self study print course here.Authors: Betty Meredith, CFA^®, CFP^®, CRC^®, and Kevin Seibert, CFP^®, CRC^®, CEBS. See CE credits here. D. See and hear excerpt of the recorded elearning course here Presented by Kevin Seibert, CFP^®, CRC^®, CEBS. E. Strategies for MRI, audio CD (listen to excerpt in item D above). Presented by Kevin Seibert, CFP^®, CRC^®, CEBS. F. Strategies for MRI, MP3 download (listen to excerpt in item D above). Presented by Kevin Seibert, CFP^®, CRC^®, CEBS.
Best value - combination package. After training is completed, you will be well prepared to share the retirement income management story with your clients and prospects using during the 90-minute, Managing Your Retirement Income workshop. Since the concepts used in the Strategies for Managing Retirement Income professional training courses above are integrated into the client workshop, purchasing both programs at the same time offers a complete training and implementation solution, plus additional cost savings! See what comes with the trainer kit here. Shipping for trainer kit requires 7-10 days.