One of the most significant opportunities facing financial professionals is addressing their clients' retirement and retirement income planning needs. In fact, the Federal Reserve estimates that over $10 trillion in retirement assets are controlled by individuals over the age of 60.
To capitalize on this opportunity, professionals must be equipped with the depth of specialized expertise required to address the full range of retirement issues for their clients, from accumulation strategies to retirement income planning.
The Retirement Planning Strategies Program equips professionals with the expertise they need to capitalize on retirement planning opportunities.
The content is designed to equip professionals with the true depth expertise of retirement income planning by going beyond an analysis of the basics. This includes addressing the full range of topics including strategies and vehicles used to accumulate retirement assets to managing the complexities associated with retirement income and distribution planning
Equipping experienced professionals with practical, real-world strategies for applying their retirement planning expertise with clients across the three key stages of the retirement lifecycle:
All professionals want to stay current on the key issues associated with retirement and retirement income planning. The Retirement Advisor Guides provide just-in-time access to answers to over 100 of the most common issues and questions professionals must address in the real world.
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