While every client is different, they all have one thing in common: they want to feel secure in their retirement. As clients begin to think about the transition from an accumulation phase of life to a distribution phase, they may become worried about turbulent markets and the risks associated with retirement income distribution. They may wonder whether they’ve saved enough or if this is a “good time” to retire. By providing your clients with an effective and transparent plan to protect, grow, and distribute retirement savings, you can help them plan for long, happy retirements.
In this webinar, you’ll learn about:
- How to alleviate clients’ worry about market turbulence and the risks associated with retirement income distribution
- What adjustments need to be made to their retirement plans based on your client conversations
- How the simple, practice-building tool NextPhase can play a part in planning for your clients’ retirement
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Sponsored by
Zachary S. Parker, MBA, CFP®
Senior Vice President, Retirement and Income Planning
Advisor Group, Inc.
David Macchia
Founder & CEO
Wealth2k, Inc ®
Laurie Humphrey, BFA™, RICP®
Behavioral Financial Advisor™
Granite Financial
Ken Stone
President & CEO, RFC Professional
Stone Financial Retirement Planning
