InFRE: International Foundation for Retirement Education The leader in retirement education for professionals
certification holders plan sponsors service providers retirement advisors higher learning institutions
retirement resource center about us press room contact us log in
take the Retirement Readiness Profile

Managing Retirement Income

Professionals also need to know that there is much more to retirement planning than the accumulation phase. To help you better provide informed decision-making options to clients and employees, InFRE offers a series of workshops, certificate programs, and client/employee education on Managing Retirement Income.

By using a six-step holistic approach, you will not only be able to provide important guidance in these decisions, but also assure clients/employees they are doing what is best for them and increasing their confidence in you.

InFRE makes this training accessible in a variety of ways. To purchase the special pre-recorded web course, simply click on  Introduction to Managing Retirement Income. This is a 1.5-hour session designed to help advisors and retirement counselors be more aware of how retirement distribution planning is different from retirement accumulation planning. Learners will be introduced to the challenges of managing income over a period of uncertain length and expense as well as how the definition of risk changes during retirement.

These concepts are also available in a unique pre-recorded audio CD format, a live recording of the 4-hour live course, or in a print version. Simply click Strategies for Managing Retirement Income.

Managing Retirement Income courses have been approved for state insurance license, CFP, IMCA continuing education credit. Click here to review approved CE credit hours.

Retirement-Specific Training and Education For Clients and Employees

InFRE can also help you in preparing clients and employees for the three phases of retirement, managing their retirement income, and minimizing their retirement risks with InFRE's new employee Introduction to Managing Your Retirement Income licensable, interactive workshops.