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” you will learn what your clients need to know about:
- The primary risks retirees face in retirement;
- Ways to close the gap between retirement income and expenses;
- How to determine which type of retirement income allocation approach is best for their situation.
Overall Rating: 4.8 / 5
Retail: $29.00Add 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 Kevin S. Seibert, CFP®, CRC®, CEBS, Managing Director of InFRE, Retirement Planning & Income Management Expert.
Kevin joined the International Foundation for Retirement Education (InFRE) in 2003 and serves as Managing Director. He works closely with retirement plan sponsors, providers and advisors to offer retirement income management training and InFRE’s Certified Retirement Counselor® (CRC®) certification. He has more than 30 years of experience in retirement benefits, financial planning and financial education.
Kevin also continues to create and present customized financial planning and preretirement education programs. He talks extensively to audiences nationwide and is regarded as an informative and motivational speaker.
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 worked as 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.
Kevin is recognized as a Certified Financial Planner (CFP®), a Certified Employee Benefits Specialist (CEBS) and a Certified Retirement Counselor (CRC®). Kevin earned his MBA in finance from the University of Wisconsin and received his undergraduate degree in finance from Miami University of Ohio. Serving as Treasurer and Executive Board member for the Greater Chicago Chapter of the International Society of Retirement Planners, Kevin played an active role in providing on-going retirement planning education to professional and employer members of this organization.
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
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