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Retirement Planning

 

HOST

David H. Lenok
Senior Editor

WealthManagement.com

 

Thursday

May 19, 2022

2:00 PM ET

11:00 AM PT

 

 

 

 

Alleviating Retirement Planning Fears and Risks in a Turbulent Market

 

While every client is different, they all have one thing in common: they want to feel secure in their retirement. As clients begin to think about the transition from an accumulation phase of life to a distribution phase, they may become worried about turbulent markets and the risks associated with retirement income distribution. They may wonder whether they’ve saved enough or if this is a “good time” to retire. By providing your clients with an effective and transparent plan to protect, grow, and distribute retirement savings, you can help them plan for long, happy retirements.  

 

In this webinar, you’ll learn about:

  • How to alleviate clients’ worry about market turbulence and the risks associated with retirement income distribution
  • What adjustments need to be made to their retirement plans based on your client conversations
  • How the simple, practice-building tool NextPhase can play a part in planning for your clients’ retirement

 

REGISTER NOW

 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

 

 

 

PRESENTER

Zachary S. Parker, MBA, CFP®

Senior Vice President, Retirement and Income Planning
Advisor Group, Inc. 

 

 

 

PRESENTER

David Macchia

Founder & CEO
Wealth2k, Inc ®

 

 

 

PRESENTER

Laurie Humphrey, BFA™, RICP®

Behavioral Financial Advisor™
Granite Financial

 

 

 

PRESENTER

Ken Stone

President & CEO, RFC Professional
Stone Financial Retirement Planning

 

 

 

SPONSORED BY:
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