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Position Yourself to Succeed in the New Retirement Reality 

There has never been a more critical time for financial advisors and retirement planning professionals to come together and learn about new products, risk management techniques and more complex retirement strategies needed to meet their clients’ needs and—as an industry—gain back trust.

The Retirement Income Symposium held October 19-20 in Chicago will deliver a comprehensive review of today's retirement industry and its future and will provide you the necessary education and tools needed to prepare yourself and your clients for success in the new retirement reality.

Join your peers in the financial planning, asset management, and insurance industries as they learn from and network with industry experts Kevin Seibert, Mark Tibergien, David Macchia, Francois Gadenne, Chris Blunt, Dan Houston and many more.

Post Conference Workshop

Strategies for Managing Retirement Income—Positioning Financial Professionals to Serve the Growing Retirement Income Market

Kevin
Kevin S Seibert
CFP, CEBS, CRC
Principal
InFRE Retirement Resource Center

This workshop will bring together expert knowledge and sound planning techniques that will help retirement advisors identify and manage risks during the distribution phase. The four-hour workshop will cover:

• The six-step process to creating a retirement income plan
• The four greatest risks retirees face and the ways to manage them
• The importance of evaluating a retiree’s total retirement savings picture
• When and how to liquidate assets
• Tax and income distribution issues retirement professionals should know about
• How to consolidate and reposition retirement resources to last a lifetime

Registration Information

$595 - Financial Advisors/RIAs
$1395 - Others

Group Rate
$100 off the prevailing rate each for teams of 3 or more.*
*See website for details.

Post-Conference Workshop
$299** - Advisors and Others
**Group discounts do not apply to individuals who register for the post-conference workshop only.

When registering, you must include promotional code WA6731INF to receive this special discount. Register now!
 

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