Strategies for Managing Retirement Income Courses
The InFRE® Strategies for Managing Retirement Income (MRI) courses bring expert knowledge and sound planning techniques to financial professionals who want to develop an understanding of the income management segment of the retirement market. The courses are available for groups as a live workshop or for individual study in print, elearning, and audio formats.
"How can I make my retirement income last as long as I live?"
This ia a question financial advisors hear more frequently as the wave of baby boomers near retirement age. To provide a sufficient response, advisors must be able to guide current and future retirees through a maze of sometimes contradictory information, understand the challenges of managing income so it lasts over an indefinite lenth of time and expense, and tailor this guidance to the unique circumstances of each individual.
Who should take the MRI course?The Strategy for Managing Retirement Income course is designed to benefit all retirement professionals, including registered representatives, insurance professionals, financial planners, CPAs, benefits managers, trustees, and retirement counselors who:
- Development of the concept and application of retirement models across the lifespan
- Guidelines to project duration of assets
- Identification and management of retirement risks
- Identification of distribution, tax and estate issues and opportunities
- Identification of options to address income gaps
- Conversion of resources into income
- Guidelines for updating the retirement plan
Can't attend a live course? This material is now available to you in a variety of self-study formats including print, elearning, and audio (CD and MP3 download). Study at home at your convenience, and earn Continuing Educations credits at the same time. The Strategies for Managing Retirement Income course delivers 12 CRC® Continuing Education credits, is approved for CFP® and most state insurance CE credit.
Click on individual products below for details.
Take a moment to sample the course here...
Click on the photo to the left to see and hear the straightforward presentation style of Kevin Seibert, CFP®, CRC®, CEBS as he reviews the identification and management of retirement risks in this clip from the online Elearning course. Contact Kevin for questions about group discounts and how you can schedule a live workshop for your organization.
The Strategies for Managing Retirement Income Guide for Professionals Course is part of our Signature Series of training and education resources.