Retire On Your Terms

Success in Income Planning: Client-focused strategies that stand the test of time

Held April 9, 2018 || 2:00 - 3:00 pm

 

In this webinar, learn how to create retirement income strategies that help clients manage sequence of return, market volatility, inflation, longevity, and excessive withdrawal risk. 

This webinar will provide strategies to help advisors increase confidence levels in clients’ retirement income plans.

Learning Objectives:

  • Learn how the retirement income planning landscape has changed for today’s clients.
  • Gain the latest conversational approaches to make income planning approachable and understandable for your clients.
  • Find out about the strategies that help manage key retirement income planning risks in your clients’ portfolios. 

Speakers:

WadePfau 

         

 PeteSczerbinski_sq

 Wade D. Pfau, PhD, CFA
Professor of Retirement Income
The American College
           Pete Sczerbinski
Divisional Sales Manager
Lincoln Financial Distributors


Please click here for a copy of the presentation.

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