Do you have a group of professionals who would benefit their clients and grow their business by learning the key strategies for managing retirement income? Save by holding this 4 hour course for up to 50 people!
What customers say: "In my long career, this is among the best workshops I have ever attended. I wish that it occurred 20 years earlier in my career."
Approved for 4 InFRE® CRC® CE credits. CFP® and state insurance CE credit pending. Contact
Kevin Seibert for more information.
Take a look inside:
See this excerpt of Kevin Seibert's straightforward presentation style.
"How can I make my retirement income last as long as I live?"
This is a question financial advisors hear more and more frequently as the first wave of baby boomers approaches retirement. Longer life expectancy, rising health care costs, market fluctuation and inflation make this an increasingly difficult challenge for all but the wealthiest individuals. To answer it well, advisors need to:
- Know how to guide retirees and near retirees through a maze of sometimes contradictory information
- Understand the challenges of managing income so it lasts over a period of uncertain length and expense
- Be able to tailor advice to the unique circumstances of each individual
What are the benefits to your organization of holding the 4 Hour Strategies for Managing Retirement Income Live Workshop?
The creation of a retirement income plan requires advisory services to find retirement income solutions that combine products and services that work in tandem. Organizations with trained advisors who possess retirement income and risk management knowledge and skills will be best positioned to capture and retain the assets of soon-to-be retirees. In addition, cohesive organizational use of a six-step process to retirement income and risk management planning will result in more suitable recommendations and increase cross-selling and cooperation among different business channels to meet the needs of a wide range of customers.
Who should participate in this 4 hour live workshop?
Up to fifty (50) financial professionals including registered representatives, insurance professionals, financial planners, CPAs, and retirement advisors with a basic understanding of retirement planning and investment principles who want to increase their knowledge about risks and other issues relating to retirement income planning, and who want to learn a process for helping retirees convert retirement assets into lifetime income.
What are the benefits to the advisors who take this course?
- Learn a six-step process complete with client worksheets developed by CFPs®, CFA®s and Certified Retirement Counselors® (CRC®) to guide retirement income management planning
- Gain a better understanding of types of investments most suitable for a client’s needs and goals
- Earn 3 - 12 CRC®, CFP® and state insurance CE credits (check by state)
Instructional format
The 4 hour version of this course is available for up to 50 participants per session. Each course participant will receive a self-study workbook with worksheets and reference material. All advisors who complete the course will be required to complete and pass a 60 question knowledge assessment in order to earn insurance CE.
The course is also available in a one-hour introductory, full day live with case studies, and day and a half live versions. Contact Kevin Seibert to set up the workshop that best meets your needs.
Here's what you'll learn:- A six-step process for creating a retirement income plan, complete with a 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
See what others who have used this product are saying: 
Click on Testimonials icon to the left to read more of what others who have taken this course have said.
- “Financial planning for decumulation requires that you address different issues than financial planning for asset accumulation. This course provides the information advisors need to address the difference.”
- “Excellent workshop – very informative; hands-on approach is very valuable.”
- “I wish all financial analysts considered all six steps on managing retirement income. Awesome tool for administrators and plan sponsors to let participants know DC investments can be put in more risky investments since DB and SS are fixed, safer investments.”
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!
Do you want to take this course, but do not have access to a live workshop? Learn at your own pace using our print, online, and audio versions! You can purchase the course for individual study and complete the online exam to earn CE credit. The in-depth self study requires an estimated 8 to 15 hours completion time. You may then complete and pass a 60 question knowledge assessment in order to earn CE credit. Advisors prefer the Retirement Professional's Guide to Managing Retirement Income Package, which includes both the elearning course and the corresponding 300-page print book, giving you a hard copy reference and worksheets, at a $29 savings from the retail when items are purchased separately.
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.
