Introduction to Managing Retirement Income Workshop License

Introduction to Managing Retirement Income Workshop License
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Need to hit the ground running to train hundreds of advisors/support staff or new hires on an approach to managing retirement income? Includes one day train the trainer; requires annual renewal (~30%).
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Developed by: Betty Meredith, CFA, CFP®, CRC® and Kevin Seibert, CFP®, CRC®, CEBS. Published for InFRE.
Designed for: Advisors and Retirement Counselors
Learning stage: 2 - Fundamentals for professionals
Retail: $10,000.00

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The Introduction to Managing Retirement Income Course is a one-hour session designed to make learners aware of how retirement distribution planning is different from retirement accumulation planning. Participants are introduced to the challenges of managing income over a period of uncertain length and expense as well as how the definition of risk changes during retirement. Initially designed for wholesaler presentations to advisors, it highlights key concepts from application-oriented Strategies for Managing Retirement Income course. Course participants receive a presentation handout.
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Specifications:
SKU: 02InFRERIMIntroManageLICENSE09