All courses are approved for CFP® certification continuing education, which means courses are accepted by most other retirement-related designations.
Individual recorded webinars and rebroadcasts can be purchased to view on-demand or save on CE by purchasing a 90-day or annual subscription.
Events for June 9, 2021
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06/09/2021 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber 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 […]Find out more »