05/07/2019 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Rebroadcast – Learn more

 

How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies - William Meyer

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:

How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer

How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer

  1. What is a withdrawal strategy and how to compliment guaranteed income solutions with liquidating retirement savings in an order that maximizes family wealth;
  2. The “conventional wisdom” sequence and its limitations;
  3. Defining a framework for optimal withdrawal strategies;
  4. Tapping savings using multiple accounts and the right thresholds;
  5. Advanced – phased withdrawal strategies or changing the withdrawal sequence;
  6. Case Study – “Coordination” best practices to ensure you don’t torpedo your clients by accident.

Overall Rating: 4.5 / 5

Retail: $29.00

Add to Cart

 

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

 

Your presenter is William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.

 

William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.

William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.

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.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

 

Invest in Your Retirement Expertise

1 hr CFP®, CRC®, and other CE Credit Reporting

CFP BOARD - CE Quality Partner - Retirement Resource CenterWe will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Not familiar with online courses?
We help you be sure you’re comfortable navigating our online system. Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

 

What if you decide you need more than one course?

Retirement Professional Development CE MembershipsThen become a member!  Just notify us that you want to become a member within 10 days of course purchase to apply the cost of your individual cost to a new membership.

Your satisfaction guaranteed:
We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.

 

 

 

Leave a Comment (0) ↓