Explore myths, realities, assumptions and factors in retirement income planning covered in our TRIIPSS segment: Generating lifetime income: Part 1 - The planning process
Generating lifetime income: Part 1 - The planning process
Now available on demand:
Generating lifetime income: Part 1 - The planning process
This first of a two-part session explores the unique aspects of planning for an income that is designed to support the lifestyle individuals and clients envisage as they approach or embark on the journey of financial independence. Attendees will be exposed to:
Some of the myths and realities concerning retirement
How and why assumptions and factors used to save for retirement may not work or work differently when spending through the phases of retirement
Walk away with some concepts and tactics that are better attuned to the aging marketplace.
Attendees will gain a new appreciation for how retirement planning is so different from retirement income planning.
This second session looks at some key considerations that can impact how long money will last, income generating strategies that can help with the ups and downs of the market, options to address some rules of thumb that may not be sustainable, and the significance of lifestyle planning.
Attendees will walk away with tools, processes and conversation starters, all designed to better equip them with the task of working with aging clients to generate lifetime income.
Date: May 3, 2023 Time: 2:00 p.m. to 3:15 p.m. ET
This webinar is also available in French on May 4, 2023 at 10:00 a.m. ET
CE credits: Pending To receive their CE credit, attendees of each event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
Peter Wouters Director, Tax, Retirement & Estate Planning Services, Empire Life
This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >
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