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10/18/2018 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – LIVE WEBINAR

October 18 @ 12:00 PM - 1:00 PM EDT

How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, Medicare and Social Security with the sequence you withdraw client savings impacts how long retirement savings lasts. Learn how to beat the “conventional wisdom” used to generate retirement income for your clients.

This LIVE WEBINAR in which you may ask the presenter a question will be held on Thursday, October 18, 2018, Noon – 1:00 PM EDT – no need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 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 LIVE webinar when you can ask the presenter questions, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.

Click here to ask the presenter your question!

Ask your question to the presenter of this webinarEach month we feature a LIVE webinar speaker in which you may ask the expert your specific question. If your question is selected during the webinar, you will receive either:

  • A 90-Day $99 membership for free, giving you full access to 50+ courses and any no-quiz webinars and rebroadcasts held during that time!
  • Or, if you are already a member you will have your membership extended by 90 days, at no extra fee!

You do not need to make a purchase or be present to win.


All upcoming no-quiz live and rebroadcast webinars are listed under Upcoming Events.
All online CE courses from past webinars are listed alphabetically here under Past Events.