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Introduction to Managing Retirement Income - Kevin Seibert

1 hr CFP®, CRC®, PACE CE

Help your clients manage their retirement risks and better meet their retirement income needs whether they be for more income, consistency of income, access to wealth, or legacy desires.


Overall Rating:   4.3 / 5

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Retail:  $29.00      
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You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Kevin S. Seibert, CFP®, CRC®, CEBS – Retirement Planning and Income Management Expert' Kevin S. Seibert, CFP®, CRC®, CEBS, Managing Director of InFRE, Retirement Planning & Income Mgmt Expert        

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About this course:

There are 78 million reasons driving the need for a tremendous increase in the number of professionals prepared to competently help retiring American workers manage their retirement income.

 

Retirement income management is as much or more about managing retirement-specific risks as it is about producing income. It requires the assessment of all retirement resources in order to provide clients with the greatest potential for their money to last as long as needed.

 

By better understanding what it will take for your clients to manage their retirement risks and to create a retirement income plan that lasts a lifetime, you will be better able to adapt the products and services you offer to better meet client needs.

Kevin S. Seibert, CFP®, CRC®, CEBS – Retirement Planning and Income Management Expert 

In this session you will learn:

  1. How retirement distribution planning is different from retirement accumulation planning.

  2. The challenges of managing income over a period of uncertain length and expense, as well as how the definition of risk changes during retirement.

  3. That retirement income planning, “income allocation” is as or more important than asset allocation.

Your instructor for this course is:

Kevin Seibert, CFP®, CRC®, CEBS, Managing Director of InFRE. Kevin has more than 30 years of experience in retirement benefits, financial planning, retirement education, and is co-author of InFRE’s “Professionals Guide to Managing Retirement Income.”

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View a brief YouTube clip of this and other courses:
Introduction to Managing Retirement Income - Kevin Seibert  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Introduction to Managing Retirement Income - Kevin Seibert  - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute elearning course
SKU: 03IRRCMRIElearn14
Knowledge Level: 3 - Intermediate

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