One of the biggest challenges financial professionals face is how to help their clients turn a lifetime of retirement savings into a predictable, sustainable stream of income in retirement. This presentation is designed to help financial professionals develop retirement income strategies that retirees will understand and embrace.
The Assets to Income Webinar, presented by Transamerica Advanced Markets helps retirees answer the following questions:
- How much income is needed to meet monthly expenses?
- How much can they safely withdraw each year from their retirement accounts?
- What about products that guarantee a stream of income?
- How should they be positioned in their portfolio?
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Michael Sosnowski, CFP®, CLU®, ChFC®, RICP®
Director, Advanced Markets
Transamerica
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com