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Live One-Day Training Course - CRC® #4 Fundamentals of Retirement Income

If you need group professional development training or CRC® exam prep, consider this Certificate in Fundamentals of Retirement Income course. This one day, application-oriented training course is perfect for home office and support staff.
Designed for: Public Sector Retirement Plans & Financial Services New Hire/Support Staff
Retail: $7,500.00

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Take a moment to take a peek at the contents of the course
Available in these media formats:   InFRE's CRC® #4: Fundamentals of Retirement Income Planning - Print Book InFRE's CRC® #4: Fundamentals of Retirement Income Planning - Elearning Review InFRE's CRC® #4: Fundamentals of Retirement Income Planning - MP3 Review Live One-Day Training Course - CRC® #4 Fundamentals of Retirement Income    
Why This Course?

In addition to educating clients/members on how to accumulate savings for retirement and about their pension plan's provisions, retirement counselors now need to help answer the question, "How can I make my retirement savings last as long as I live?"

Longer life expectancy, rising health care costs, market fluctuation and inflation make this an increasingly difficult challenge for all but the wealthiest individuals. To answer it well, retirement counselors need to:
  • Understand the challenges of managing income so it lasts over a period of uncertain length and expense
  • Understand what needs to be considered and how to make informed decisions about drawing income from defined contribution accounts, when to begin Social Security, and how to take their pension distributions
  • Be able to tailor education and guidance to the unique circumstances of each individual
Who Should Participate?

Retirement counselors, call center staff and trustees who need to understand how distribution planning differs from accumulation planning because of the challenges and risks of managing income over a period of uncertain length and expense.

Non-financial professionals will learn a basic model from which they can launch discussions to help clients and members consider key issues critical to making informed retirement income decisions.

What Course Participants Will Learn
  • Guidelines to project duration of assets
  • Identification and management of retirement risks
  • Identification of distribution, tax and estate issues and opportunities
  • Identification of options to address income gaps
  • Conversion of resources into income
  • Guidelines for updating a retirement income plan
Topics Include
  • Retirement accumulation model
  • Retirement income management model
  • Determining client retirement income and expense gaps
  • Managing retirement risks
  • Identification of client tax and estate planning issues and opportunities
  • Converting resources into income
  • Working with other professionals
Benefits to the Attendees
  • Gain a basic overview of the complexities of retirement income planning
  • Learn a practical retirement income management model that balances how retirement savings are invested with the need for income that lasts their lifetime
  • Gain practical knowledge and skills to address questions of pre-retirees and retirees about how to take income distributions from their retirement benefits and savings plans
Benefits to Your Organization
  • Provide specialized counseling that addresses the needs for those planning when to begin retirement as well as the already-retired
  • Distinguish the organization as responsive to the complexity and need for retirement income planning as well as accumulation planning
  • Establish a team of trained professionals ready to help members assume responsibility for their retirement income security
Instructional Format

The course is available in a one-day interactive classroom delivery format. The first 20 participants receive a copy of the "CRC® 4: Fundamentals of Retirement Readiness and Counseling", a value of over a $100 per book. All participants receive access to a 75 question online exam to test their increase in knowledge and/or prepare for the CRC® exam.
You will receive: One-day live training/professional development course delivered by a one of our experienced Certified Retirement Counselor® and/or Certified Financial Planner® professional instructors.

Includes related InFRE textbook and course materials for up to 20 participants; additional $75 per person material charge for more than 20 attendees.

Each participant will receive a certificate of completion suitable for framing. Slides can also be licensed if ongoing education is needed for new hires or you have more than 150 people to train.

The course can also be delivered in four, two-hour WebEx formats or in asynchronous elearning format. However, it is likely learners will experience less retention and ability to apply content.
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you find that you need to return this merchandise please see our refund policy.