Generating lifetime income: A two-part webinar session 

Please join us for our next TRIIPSS Webinars 

Generating lifetime income:

A two-part webinar session

Part 1: The planning process - April 19 

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.

Part 2: Some principles to employ - May 3  

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.

Register now for both April and May sessions!  

Date: April 19, 2023
Time: 2:00 p.m. to 3:15 p.m. ET   

This webinar is also available in French on April 20, 2023
at 10:00 a.m. ET 

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 >