A
Special LIVE Webcast Event from InFRE and NAVA
Helping
Retirement Savings Last a Lifetime
Thursday, April 19, 2007, 11
a.m. − 3 p.m. (EDT)
"How
can I make my retirement income last as long as I live?" This
very well may be the most important question facing financial advisors
and retirement professionals. Join
us as Michael Zmistowski, RFC, President of First Gulf
Advisors, Inc., provides a comprehensive response that suits your
clients’ varying needs by discussing the challenges of managing
income so that it provides security over a period of uncertain length
and unexpected expenses. Viewers
of the live session will earn 4.5 CE credits.
Developed
jointly by InFRE and NAVA, this course is designed to help advisors
recognize how retirement distribution planning is different from
retirement accumulation planning. Participants are 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. One take-away solution introduced during the course
is that the answer to retirement income management is not just asset
allocation, but also income allocation. This course is a must
for any advisor who wants to capture a share of this growing market
with its unlimited opportunities.
Log
on and learn:
-
The
6-step process to create a retirement income plan
-
The
4 greatest risks retirees face and the tools to manage them
-
How
to identify and manage a client's total retirement assets
-
Why
traditional income calculations and assumptions are inadequate
-
When
and how to liquidate assets
-
Tax
and income distribution issues advisors and clients should know
about
-
How
to create secure income that lasts a lifetime
-
How
to tailor an income management plan for individual clients
Date:
April 19, 2007
Time: 11
a.m. − 3 p.m. (EDT)
CEU:
4.5
Price: $545 for attendees and webcast viewers
Visit the Advisor
section of MoneyShow.com
for more details, and to complete your quick and easy registration
for this and any of the exclusive Financial
Advisor Symposium Webcast events. Log on and tune in to take
part in this remarkable LIVE Webcast event series. We look forward to
connecting with you—LIVE—from The 3rd Annual
Financial Advisor Symposium Las Vegas!
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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