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Finding Optimized Income Strategies for Middle Market Clients – Manish Malhotra

April 16, 2014 @ 12:00 PM - 1:00 PM EDT

Retirees and pre-retirees are puzzled by choices in structuring their retirement income and the many alternative income strategies that can be used in isolation or in combination with total-return-based systematic withdrawal plan (SWP). A common risk-reward framework for retirement income is needed.

This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.