Since the 1970’s most retirees have been using the traditional retirement plan as their primary model for retirement planning. But unfortunately, this plan is often designed to benefit the advisors who sell them more than the clients who use them. In this webinar you will learn what tools you can use to better match your money with your retirement profile. You will learn about how the financial industry works and why current retirement planning may not be what is right for you. The webinar will conclude by helping you better understand how the new paradigm of retirement planning works and how you can take advantage of it to get safely through retirement. To get the most benefit from this webinar, it is recommended that you be at least age 50 or older (spouses are encouraged to attend).
RRA, Founder
E-mail: dave@retirementriskadvisors.com
Free
CPE Credits: 2.0 hour
Subject Area: 2.0 - Specialized Knowledge
Instructional Method: Group internet based
Course Description:
Since the 1970’s most retirees have been using the traditional retirement plan as their primary model for retirement planning. But unfortunately, this plan is often designed to benefit the advisors who sell them more than the clients who use them. In this webinar you will learn what tools you can use to better match your money with your retirement profile. You will learn about how the financial industry works and why current retirement planning may not be what is right for you. The webinar will conclude by helping you better understand how the new paradigm of retirement planning works and how you can take advantage of it to get safely through retirement. To get the most benefit from this webinar, it is recommended that you be at least age 50 or older (spouses are encouraged to attend).
This is the 2nd part of our Getting Safely Through Retirement series. To maximize your experience, please attend part one before attending this webinar.
Learning Objectives:
- Learn about strategies that you can use to better meet your retirement profile
- Understand how products insurance companies use can benefit your retirement
- Identify how the financial industry works
- Determine how becoming the boss of your retirement can lead to retirement success
- Describe the foundation for a risk-free retirement
- Understand why a stock/bond portfolio mix will not maximize your investment portfolio
- Know how principal protected products can help your retirement
- Understand 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