Retirement Professional's Guide to Managing Retirement Income Package *CFP CE credit subject to change*

6.5 hrs CRC®, 5 hrs CFP®, State CE

Looking for the most in-depth, authoritative professional resource available on retirement income? Get our flagship course in this print and elearning combination at a $29 savings!

What customers say: "Excellent course -- very informative; hands-on approach is very valuable."
Retail: $149.00     

Continuing Education Credits: Approved for 6.5 CRC® & 5 CFP® CE credits. *CFP CE credit subject to change* After passing exam, reporting to InFRE for CRC® CE credit is free; reporting for CFP® credit is $15 per course. If you select to report for credit, be sure to add your CRC® and/or CFP® ID at checkout. State insurance CE varies and is purchased separately. Further state CE instructions will be provided in the separate email you receive after you purchase the course.

Understand that this information changes frequently, and while we do our best to provide current data, it is your responsibility to verify CE credits with your state.

Take a look inside:                

See a sample of the
Professional's Guide
Available in these media formats:  

Audio is available in both CD and MP3 download formats.

7,596 Americans are retiring every day. Do you need more retirement income planning knowledge to help your clients make informed decisions?

Learn how to create a retirement income plan with the Retirement Professional's Guide to Managing Retirement Income course, a must for any retirement professional who wants to focus on this growing specialty.
This in-depth, multi-format self-study retirement professionals' course teaches you how to create practical solutions for each client by helping you apply what you already know about retirement accumulation planning to decumulation and retirement distribution planning. Sample planning worksheets and a case study are included in the book to reinforce application of the process when you are working with clients to create a customized plan.

A must for any financial professional who wants to focus on this growing retirement income niche, the course complements the Client Workshop or stands alone for any retirement professional seeking to enhance his or her knowledge base. Purchase the Retirement Professional's Guide to Managing Retirement Income Package to receive both of the following at a savings below the price when purchased separately:

The Retirement Professional's Guide to Managing Retirement Income is being used as required text by Texas Tech University's Financial Planning Program.
Here's what you'll learn:
  • Our holistic six-step process for creating a retirement income plan, complete with sample worksheets
  • How to assess a client’s particular income needs and preferences
  • The four greatest risks retirees face and how to manage them
  • How to identify and manage a client’s total retirement assets
  • Why traditional income calculations and assumptions are inadequate
  • When and how to liquidate assets
  • Tax and income distribution issues advisors should know about
  • How to create secure income that lasts a lifetime
  • How to tailor an income management plan to individual clients

Fortify your retirement planning expertise now at a savings! Purchase the Retirement Professional's package containing both the print and elearning versions of the course and save $29 off the individual purchase price.

The Retirement Professional's Guide to Managing Retirement Income Package is part of our Signature Series of training and education resources.

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.
Advanced Preparation and/or Prerequisites:    None

Specifications: Package contains 300 page print book and online audio-visual elearning course.