How
will you use the expert
knowledge and sound planning techniques you’ll learn after attending
the “Strategies for Managing
Retirement Income Course” at NAVA’s Annual Meeting in Boston
this September? The answer
is up to you, of course, but with seating limited to the first 50 who
sign up you’ll want to reserve your spot today.
More than 3,000 retirement
professionals have already benefited from this unique educational
program, designed specifically to help retirement advisors manage
retirement risks. But this
is not simply a recycled version of an earlier presentation:
This course was recently updated, and 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.
The
4-hour course will cover:
¨ The
6-step process to create 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
Workshop
participants receive:
¨
A workbook with presentation notes, exercises and
valuable references
¨
A comprehensive planning worksheet which can be used
immediately with
plan
participants
¨
Tools for gathering data and assessing a
participant’s lifestyle preferences
¨ Four
hours of continuing education credit for insurance, CFP, InFRE
designations and
other eligible certifications.
Kevin
Seibert, CFP®, CEBS, CRC®, joined InFRE in 2003
and now serves as its Managing Director. In addition to 20 years
of experience in retirement benefits, financial planning, and financial
education, Mr. Seibert continues to create and implement customized
financial planning and pre-retirement education programs. He talks
extensively to audiences nationwide and is regarded as an informative
and motivational speaker. Prior to InFRE, Mr. Seibert was co-founder of
Balance Financial Services, a Chicago-area financial planning and
consulting firm. He has also worked as consultant for William M.
Mercer, Inc., and was responsible for the implementation of compensation
and employer provided benefit plans. He was also Director of
Marketing for a New Jersey-based company specializing in the development
and distribution of defined contribution and financial planning
programs. He earned a Master of Business Administration in finance from
the University of Wisconsin and his Bachelor of Science in finance from
Miami University of Ohio. Mr. Seibert is recognized as a Certified Financial Planner by the College of Financial Planning and is a Certified Employee Benefits Specialist. He has his Certified Retirement Counselor
certification from InFRE.
