Professional Education - 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. See CE credits here.

See excerpt of 300 page, in-depth self study print course here.
Authors: Betty Meredith, CFA^®, CFP^®, CRC^®, and Kevin Seibert, CFP^®, CRC^®, CEBS.