Navigating the Critical Ages of Retirement Income Planning

Navigating the Critical Ages of Retirement Income Planning

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Navigating the Critical Ages of Retirement Income Planning - Heather Schreiber

As people transition through their working years into retirement, identifying key planning ages along the way can be difficult for even the most well-intentioned planners.

Missing opportunities to save more or to leverage little-known strategies can make the difference in setting the stage for a purposeful retirement, rather than a reactive one.

The risks many retirees face is many – from longer life expectancies, dwindling pensions and rising healthcare costs, to concerns over Social Security trust funds continued insolvency on the horizon. You can help your clients identify potential roadblocks and leverage opportunities along the path to an empowered retirement where they sit squarely in the driver’s seat equipped to take charge of their road to retirement.

In "Navigating the Critical Ages of Retirement Income Planning" by Heather Schreiber, you will:

  1. Understand why age 50 isn’t just for catching up;
  2. Learn about one of the most overlooked early withdrawal strategies financial professionals miss;
  3. Uncover a whole new way to define your home as part of your portfolio of wealth;
  4. Discover why age 63 is so important for many Medicare enrollees worried about tax diversification;
  5. Learn why 70½ is the age of the QCD Pivot;
  6. Engage your clients ages 50+ in new and meaningful ways.

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 Heather Schreiber, RICP® Founder and President, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals.

Heather Schreiber, RICP® Founder and President, HLS Retirement Consulting, LLC


Meet Heather Schreiber, RICP®,
Social Security Expert

Retirement planning experience

With over 20 years in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and one of the largest FMOs in the country.

Heather’s breadth of knowledge extends far beyond Social Security planning and includes retirement income distribution strategies, charitable giving, the rules that govern qualified plans and IRAs, multi-generational planning, tax mitigation techniques, and IRS reporting issues to name a few.

Retirement planning thought leadership and expertise

With a focus on holistic planning, Heather Schreiber, RICP®, prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to turn complex strategies into easy to understand terms.

Heather Schreiber is frequently asked to speak at industry events, radio programs, recruiting webinars and created and led a series of bi-annual 2 ½ day intensive training events for elite advisors on effectively weaving Social Security planning into their sales process.

Heather’s enthusiasm for her craft and those with whom she partners extends beyond the knowledge that she has gained through a career dedicated to helping financial professionals create retirement income solutions for their clients; she is the consummate educator and loves to teach financial professionals as well as their strategic partners new strategies to help their clients move into an informed retirement with a greater sense of confidence.

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.

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