10/18/2018 – How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – LIVE WEBINAR
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.
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.
In “How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies” you will learn:
- What is a withdrawal strategy and how to compliment guaranteed income solutions with liquidating retirement savings in an order that maximizes family wealth;
- The “conventional wisdom” sequence and its limitations;
- Defining a framework for optimal withdrawal strategies;
- Tapping savings using multiple accounts and the right thresholds;
- Advanced – phased withdrawal strategies or changing the withdrawal sequence;
- Case Study – “Coordination” best practices to ensure you don’t torpedo your clients by accident.
William (Bill) Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc., is a nationally recognized expert in retirement income withdrawal strategies and Social Security claiming strategies. With Dr. William Reichenstein from Baylor University, he developed Income Strategy and Social Security Solutions, the leading retirement income management and withdrawal software for financial advisors, IncomeSolver.com.
Bill’s robust research is recognized for identifying the sub-optimal nature of the conventional wisdom currently used to create withdrawal strategies and solving the gap in retirement income with a tax-efficient withdrawal strategy that is proven to extend portfolio longevity by up to a decade.
Bill has been the featured speaker at national events, and recently spoke in front of a Senate Committee regarding improving Social Security. He is a former Trustee of the Securities Industry Institute at Wharton and holds multiple securities licenses.
Each month we feature a speaker who is presenting an upcoming webinar, 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.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP®, CRC®, and other CE Credit Reporting
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Video and audio MP3 formats available
Specifications: 60 minute webinar course
Knowledge Level: 3 – Intermediate