Client "Managing Your Retirement Income" and Professional Guide to Managing Retirement Income Combination

Client "Managing Your Retirement Income" and Professional Guide to Managing Retirement Income Combination
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SKU: 04InFRERIMClientGuideCOMBO10 $1,025.00

See a demo of the client workshop.

It's no secret that educated clients are your best clients. Retirement advisors who help pre-retiree and retired clients understand how to make informed decisions about when to retire, how to convert retirement savings into income, and how to their manage retirement risks can make a first meeting seem like the third when clients are ready to act on what they've learned.

During the 75-minute, "Managing Your Retirement Income" workshop, participants are presented with information and worksheets to complete at home for use in post-program, one-on-one meetings with a retirement advisor. Our interactive delivery design, along with completion of a personalized Action Plan during the course, will faciliate your clients implementing what they've learned.

Adding our in-depth Professional's Guide will help be more knowledgable about the content in the client workshop. By using a six-step holistic approach, you will be able to provide important guidance while also assuring clients/employees they are doing what is best for them and increasing their confidence in you. New concepts and strategies specific to distribution planning are also introduced. A process is demonstrated to help you address retirement risks and income goals to manage 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.

Approved for 15 InFRE® continuing education credits: 12 credits for completion of the Professional's Guide and exam, and 3 for the first time teaching the workshop.
Category:Client education, Kevin S. Seibert, CFP®, CRC®, CEBS, Betty Meredith, CFA®, CFP®, CRC®, Licensable courses, Stage 4 - Resources for seasoned professionals, Client and 401(k) employee education

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