Managing Retirement Income: What Your Clients Need to Know

Managing Retirement Income: What Your Clients
Need to Know

Overall Rating: 4.8 / 5

Managing Retirement Income - Kevin Seibert
Managing Retirement Income: What Your Clients Need to Know - Kevin Seibert

Many of your clients are part of the 78 million baby boomers approaching or already in retirement.

What do you need to help them understand about when to retire and how to manage, protect and withdraw their savings?

In this session, you will learn about helping your clients transition from accumulating assets to one of the most important concepts they will ever need to understand: how to make their retirement savings last a lifetime.

In "Managing Retirement Income: What Your Clients Need to Know" by Kevin Seibert, you will learn what your clients need to know about:

  1. The primary risks retirees face in retirement;
  2. Ways to close the gap between retirement income and expenses;
  3. How to determine which type of retirement income allocation approach is best for their situation.

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

Kevin S. Seibert, CFP®, CRC®, CEBS


Meet Kevin Seibert, CFP®, CRC®, CEBS, Retirement Planning and
Income Management Expert

Retirement planning experience

Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. InFRE is the non-profit which confers the Certified Retirement Counselor® (CRC®) certification, a must-have for advisors who want to serve the retirement planning, risk and income management needs of the mid-market.

Prior to InFRE, Kevin was co-founder of Balance Financial Services, a Chicago area financial planning and consulting firm. Before founding Balance in 1988, he was a consultant for William M. Mercer, Inc. and was responsible for the implementation of compensation and employer provided benefit plans. Kevin was also Director of Marketing for a New Jersey based company specializing in the development and distribution of defined contribution and financial planning programs.

Retirement planning thought leadership and expertise

Kevin Seibert is a professional development trainer in retirement planning and retirement income management for advisors serious about working with the mid-market.

He has more than 30 years of experience in retirement benefits, financial planning, and retirement education. He is a leading expert in retirement income planning and co-author of a series of professional education courses on managing retirement income received by more than 15,000 advisors and retirement counselors since 2004 in live, print, elearning and audio formats.


  1. Retirement income management training and continuing education for professionals;
  2.  Sales meeting and conference presentations on retirement income;
  3. Certified Retirement Counselor® training and education.

Invest in Your Retirement Expertise.

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

We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

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 certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

Retirement CE Sponsor with the CFP Board of Standards

Do you need more than three hours of CE?

Then become a Subscriber!  Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.

Not familiar with on-demand courses?
We help you be sure you’re comfortable navigating our on-demand system. Just contact customer service by email anytime or by phone at 847.686.0440 x105 during eastern time regular business hours.

Your satisfaction is guaranteed. We know you will be pleased with your purchase of any of our courses or subscription products. If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.

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