Archive for 3. PROVIDE Retirement Income

Pensionizing Your (Client’s) Nest Eggs: What, How and Why? – Alexandra Macqueen – Learn more

  With the rapid decline of these traditional pensions over the past few decades, retirees must now create their own plans to ensure the savings they’ve accumulated for retirement last a lifetime. How can you help your clients determine an optimal product mix that incorporates maximizing either a sustainable lifetime income, planned financial legacy, or […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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The DOL Fiduciary Rule and Your Duty of Care – Blaine Aikin – Learn more

  The Department of Labor’s Fiduciary Rule is here and it is transforming the marketplace for advice. While managing conflicts of interest (fiduciary duty of loyalty) is the central focus of the Rule, the keys to compliance and advisor success are having policies, procedures, and practices in place to fulfil the fiduciary duty of care. […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Tax-Efficient Draw Downs in Retirement – Stephen Horan – Learn more

  Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes. This session challenges that advice by leveraging the economics of the risk-return characteristics of various tax structures and provides insights into pre-retirement asset allocation, asset location and importantly retirement drawdown.   In “Tax-Efficient Draw Downs in Retirement” […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival – Bruce McPherson – Learn more

  Home equity is most Americans’ largest financial asset. Learn options for proactive implementation of reverse mortgage strategies for improving portfolio survival. Home equity is the largest financial asset for all but the wealthiest Americans. As demonstrated in the Journal of Financial Planning, the proactive implementation of a reverse mortgage strategy – early in the […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – Learn more

  Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers. This presentation highlights conclusions from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement […]

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Posted in: 1.5 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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