Introduction to Managing Retirement Income Courses
The Introduction to Managing Retirement Income courses are designed to help advisors and retirement counselors recognize how retirement distribution planning is different from retirement accumulation planning.
In today's retirement environment, where we live longer, are more active, and have higher retirement expectations than previous generations, professional retirement income management knowledge is needed more than ever to help ensure employee retirement savings last a lifetime.
Advisors taking these courses are introduced to the challenges of managing income over a period of uncertain length and expense, as well as how the definition of risk changes during retirement. One take-away solution summarized during the course is that the answer to retirement income management is not just “asset allocation,” but also “income allocation.”
- An Introduction to the Retirement Income Management Model
- The difference between retirement accumulation planning and retirement income planning
- Risks faced by retirees
- An overview of tax and distribution issues
- An introduction to income allocation strategies
- The importance of creating a lifetime income to meet essential needs
The Introduction to Managing Retirement Income courses are offered in a variety of learning formats:
Live workshop
Print
Elearning
Audio MP3
MP3 & handout