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Retirement Advising: Accumulation and Decumulation Strategies Webcast

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Course Description

Those nearing retirement or in the early stages of retirement have some big questions to answer regarding how much is needed to retire comfortably, the best way to draw down retirement assets and ensuring their nest egg doesn't get cooked too soon. This course takes an in-depth look at retirement needs models, their flaws and ways to overcome their drawbacks. We'll look at the lessons from the leading retirement decumulation approaches and how to incorporate them into an effective distribution plan that mirrors the goals of your clients.

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Learning Format 8.0 Hours
Webcast / Webinar

Credit Type(s)
Management Advisory

Knowledge Level
Basic