Two Special Retirement Income Management Programs!  
2007 NAVA Marketing Conference 
Feb. 25-28, Tucson, AZ

  ·        Managing Retirement Income Consumer Workshop (Demonstration) 

·       Strategies for Managing Retirement Income (Training course) 

Due to the quality and success of the managing retirement income professional training course series, NAVA and InFRE are introducing a 1-hour Managing Retirement Income Consumer Workshop to be used by advisors for client/prospect presentations. Join us and be among the first to see how this exciting new workshop can help advisors communicate the importance and complexities of retirement income management planning.*  

Date:        Monday, February 26
Time:        Two sessions, 1-2:30 p.m. and 3:30-5 p.m.
Location:  JW Marriott Starr Pass Resort
CE:           None   
Fees:        None 

* This course is currently in the pilot stage and is expected to be submitted for NASD approval
 by early February

We will also present the updated and revised NAVA/InFRE Strategies for Managing Retirement Income course.  More than 2,000 retirement professionals have already benefited from this unique educational program designed specifically to help advisors identify and manage retirement risks.  All participants will receive a valuable workbook with planning worksheets and reference materials. Come see how advisors can be trained to systematically create a customized retirement income solution. 

Date:        Tuesday, Feb. 27
Time:        1-5 p.m.
Location:  JW Marriott Starr Pass Resort
CE:           The current version of the course has been approved for 4 hours of
                  insurance CE in all states but Hawaii. Due to course revisions, the
                  course must be resubmitted and approved states will be announced
                  prior to the course presentation. The current course also qualifies for
                  CFP CE and it is anticipated that revisions will be approved prior to
                  the course delivery date
Fees:        NAVA member - $445
                  Nonmember - $495

For more information or to make a reservation for either presentation, please call InFRE at 847-756-7350, Ext. 134, or register online by clicking here

          Seating is limited to the first 50 participants for all sessions.

 

International Foundation for
Retirement Education
P.O. Box 1860
Lubbock, TX 79408-1860
 Ph. 847-756-7350 FAX: 806-742-6102

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