FREE Demo The Retirement Professional's Guide to Managing Retirement Income Elearning

Strategies for Managing Retirement Income Elearning

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See a quick snapshot here presented by Kevin Seibert, CFP®, CRC®, CEBS.

For an even more in-depth no-obligation review, request a free demo by clicking the “Add to Cart” button above.

This in-depth elearning 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'll understand key issues for providing important guidance to help clients and prospects make more informed retirement income planning decisions. New concepts and strategies specific to distribution planning are also introduced. A process is demonstrated to help you address retirement risks and income goals 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.