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Introduction to Managing Retirement Income Live Workshop

This 1 hour overview shows retirement professionals how distribution planning differs from accumulation planning because of the challenges and risks of managing income over a period of uncertain length and expense.
What customers say: “This type of course is a must. If you were not here you missed out!”
Continuing Education Credits: Click here to view CFP®, state insurance, and ICMA approved CE for this instructor led course.
Retail: $4,500.00

  
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Take a peek at this excerpt from the Intro to MRI course book.
This workshop is designed to introduce you to the opportunities, challenges and approaches of helping retirees convert retirement assets into an optimized stream of retirement income that will last their lifetimes.

The Introduction to Managing Retirement Income Workshop is a one-hour session designed to make professionals aware of how retirement distribution planning is different from retirement accumulation planning. Participants learn the challenges of managing income over a period of uncertain length and expense as well as how the definition of risk changes during retirement. This course is designed for group training or breakout sessions at national conferences. It communicates many of the highlights from the 4-hour course minus the 6-step process and case study. Course participants receive a workbook that includes the presentation and other helpful information.

Here's what you'll learn:

This course teaches advisors the importance of:
  • Assessing and manging the risks and trade-offs retirees face
  • Balancing a retiree's retirement income needs and wants
  • Coordinating retiree's four sources of retirement income
  • Using a retirement planning approach when converting retirement assets into lifetime income
  • Reducing a retiree's longevity risk by structuring systematic withdrawal plans with lifetime income sources
See what others who have used this product are saying:

“A good use of my time. Able to take away some ideas that I will be using to better serve my clients.”

7,596 Americans are retiring every day. Book a date today to hold this course and fortify the retirement income managment expertise of your financial professionals!


This instructor led course is part of our Introduction to Managing Retirement Income series of products.


Contact us for group discounts.

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.

SKU: 02InFRERIMIntroMRICLASS10

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