Introduction to Managing Retirement Income – Kevin Seibert

Help your clients manage their retirement risks and better meet their retirement income needs whether they be for more income, consistency of income, access to wealth, or legacy desires.

There are 78 million reasons driving the need for a tremendous increase in the number of professionals prepared to competently help retiring American workers manage their retirement income. 

Retirement income management is as much or more about managing retirement-specific risks as it is about producing income. It requires the assessment of all retirement resources in order to provide clients with the greatest potential for their money to last as long as needed.

By better understanding what it will take for your clients to manage their retirement risks and to create a retirement income plan that lasts a lifetime, you will be better able to adapt the products and services you offer to better meet client needs.

In “Introduction to Managing Retirement Income” you will learn:

  1. How retirement distribution planning is different from retirement accumulation planning;
  2. The challenges of managing income over a period of uncertain length and expense, as well as how the definition of risk changes during retirement;
  3. That retirement income planning, “income allocation” is as or more important than asset allocation.

Your presenter for this course is:

Kevin S. Seibert, CFP®, CRC®, CEBS, Managing Director of InFRE, Retirement Planning & Income Management Expert

Kevin has more than 30 years of experience in retirement benefits, financial planning, retirement education, and is co-author of InFRE’s “Professionals Guide to Managing Retirement Income.”

Kevin has more than 30 years experience in retirement benefits, financial planning, and financial education. He is considered a leading expert on retirement income management, presenting at dozens of conferences and quoted in Investment News, Financial Planning Magazine, the Retirement Income Journal, and other financial publications.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

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

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

We 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.

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Overall Rating: 4.2 / 5

Retail: $29.00

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCMRIElearn14

MP3 Audio Download and PDF handoutKnowledge Level: 3 – Intermediate

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Retirement Insight and TrendsVisit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.

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