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Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

How can you help your clients determine an optimal product mix that incorporates maximizing either a sustainable lifetime income, planned financial legacy, or a mix?


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Online elearning & MP3 Audio Download
Presenter:
Alexandra Macqueen, CFP® – Personal Finance Author & Expert Alexandra Macqueen, CFP®, co-author (with Dr. Moshe Milevsky) of "Pensionize Your Nest Egg: How to Use Product Allocation to Create Guaranteed Income for Life" (Wiley 2015)        

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About this course:

With the rapid decline of these traditional pensions over the past few decades, retirees must now create their own plans to ensure the savings they’ve accumulated for retirement last a lifetime.

 

Alexandra Macqueen, CFP® – Personal Finance Author & ExpertOne solution? “Pensionizing” a portion of your clients' nest egg -- by purchasing a “personal pension” that provides guaranteed income they can’t outlive.

 

Attendees of this course discuss (a> the new risks that investors face as they approach and entire retirement, including longevity, inflation and sequence-of-returns risk, and how retirees can combine financial and insurance products to create retirement income plans that meet their individual goals.

 

In particular, we will examine how the optimal product allocation for a retiree will depend on their preference for maximizing sustainable lifetime income, or maximizing a planned financial legacy.

 

In this session you will:

  1. Review the main risks that should be considered when creating retirement income plans.

  2. Explore how different types of financial products respond to the risks retirees face.

  3. Learn how “product allocation” can be used to mix-and-match financial and insurance products to create optimal retirement income plans in response to client goals.

  4. Discover, through the use of case studies, how “pensionizing” a fraction of a retiree’s nest egg impacts the sustainability of their lifetime income and their expected financial legacy.

Your instructor for this course is:

Alexandra Macqueen, CFP®, co-author (with Dr. Moshe Milevsky) of "Pensionize Your Nest Egg: How to Use Product Allocation to Create Guaranteed Income for Life" (Wiley 2015). Alexandra is from Toronto, Ontario, Canada, and teaches personal finance at York University, one of the most prestigious universities in Canada. She holds the CFP designation and has worked in multiple facets of the wealth management industry in Canada, including as a registered advisor and more recently in marketing and strategic planning.

 

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:
Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen  - 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: 03IRRCPensionNestEggsElearn15

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