The retirement landscape is changing, and many retirees now fear outliving their savings more than death itself. This webinar will explore why traditional retirement plans often fail to maximize retirement assets and benefit advisors more than clients. You will learn about modern tools and strategies to better match your money with your retirement profile, understand the financial industry's impact, and discover how to navigate new retirement planning paradigms for a secure future.
RRA, Founder
E-mail: dave@retirementriskadvisors.com
Free
CPE Credits: 4.0 hour
Subject Area: 4.0 - Specialized Knowledge
Instructional Method: Group internet based
Course Description:
The retirement landscape is changing, and many retirees now fear outliving their savings more than death itself. This webinar will explore why traditional retirement plans often fail to maximize retirement assets and benefit advisors more than clients. You will learn about modern tools and strategies to better match your money with your retirement profile, understand the financial industry's impact, and discover how to navigate new retirement planning paradigms for a secure future.
Learning Objectives:
- List the Top 10 Financial Risks Facing Your Retirement - Determine how susceptible your retirement is to risk - Recognize strategies that you can use to better meet your retirement profile
- Describe the foundation for a risk-free retirement
- Outline why a stock/bond portfolio mix will not maximize your investment portfolio
- Define how principal-protected products can help your retirement
- Identify how risk-based retirement planning can help you get safely through retirement
Customer Support/Troubleshooting Help:
If you experience login issues or other technical difficulties, please use our chat service on our website or give us a call at 855-491-0400 and we will directly assist you. Upon login you will receive confirmation of registration. If you are experiencing technical issues during the webinar, here are some troubleshoot recommendations to try: refresh your browser, try a different browser, or try a new device.
Friday, August 23, 2024
Wednesday, April 24, 2024
RETIREMENT PLANNING
Step 1 – Team Approach
Step 2 – Get to Know You
Step 3 – Design Your Plan
Step 4 – Provide Education
Step 5 – Help You Take Action
CONTACT US
1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801
Support Staff support@retirementriskadvisors.com
Toll free: 1 (855) 491-0400
Text us at: 1 (307) 264-2902