Managing Retirement Income
This is the question being asked by the 78 million American baby boomers nearing or in retirement, who expect to live longer than their predecessors, have higher lifestyle expectations, and who have worked a lifetime toward a golden retirement. As a financial advisor, a service provider, a public or private employer, you are regarded as the expert who can guide current and future retirees through the maze of sometimes contradictory information, while tailoring solutions to the unique circumstances of each individual. Whatever your professional background, you want to know: How can I fortify my retirement income management expertise?
InFRE Retirement Resource Center is the exclusive distributor of InFRE® training and education tools to help make your clients' retirement income last a lifetime. Visit the Retirement Income Management site to find practical resources designed expressly for financial professionals who see the potential for growth in retirement counseling and income management.
Fortify your retirement expertise today! Learn more below.
Do you need more retirement income planning knowledge to help your clients make informed decisions?
Strategies for Managing Retirement Income Package
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This multi-format, self-study course teaches a retirement income process from accumulation planning through decumulation so you can create practical solutions for each client and address potential income gaps before they occur. A must for any financial professional who wants to focus on this growing retirement niche, the Strategies for Managing Retirement Income Package includes: |
Note: Click here for approved CFP® and state insurance CE credits. Review detailed program descriptions for more information. Approved for 12 InFRE® continuing education credits. Learn more here.
Do you want a great way to differentiate yourself to your prospects and clients?
Client “Managing Your Retirement Income” Educational Workshop
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One of the best ways to promote your retirement income expertise is to educate your clients directly. We’ve taken the work out of this by designing the “Managing Your Retirement Income” educational workshop for you to deliver to the people who matter most to your business ─ your clients and prospects. They will learn how retirement income planning differs from saving for retirement, and how to make informed decisions. Workshop license includes: |
