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Retirement Planning

 

HOST

Mark Bruno
Managing Director, Wealth Management

Informa Connect

 

Wednesday

July 13, 2022

2:00 PM ET

11:00 AM PT

 

 

 

 

Retirement Income Planning in a World of Greater Risk

Covid and resulting shifts in the economy, markets and inflation have changed the way advisors and their clients perceive risk — especially risks surrounding retirement income.

 

To find out how these changes have affected retirement income planning, WealthManagementIQ recently conducted an in-depth survey sponsored by Allianz Life Insurance Company of North America (Allianz), involving advisors across all distribution channels. The survey results, the subject of the new report, “Retirement Income Planning in a World of Greater Risk,” found that risk management is now a key concern among advisors and clients alike. 

 

This webinar will offer the first live look at the report’s key findings, as well as explores takeaways that can help make an advisor’s retirement planning efforts more productive. Specifically, the webinar will discuss: 

  • The two top risks to retirement income adequacy and what advisors can do to help clients manage them
  • Retirement income preparedness: Are clients really ready? 
  • What advisors are missing in the switch from accumulation to decumulation
  • How reframing conversations can make clients more receptive to the income benefits of annuities
  • What withdrawal rate are advisors using? 

All registrants will receive a free copy of “Retirement Income Planning in a World of Greater Risk.” 

 

REGISTER NOW

 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

 

PRESENTER

Corey Walther

President, Allianz Life Financial Services, LLC Member FINRA
Allianz Life Insurance Company of North America

 

 

 

PRESENTER

Kristin Letourneau, PhD

Vice President, Research
Informa Engage

 

 

 

PRODUCED BY:
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 STRATEGIC PARTNER:
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