An InFRE Special Event

A Live Webcast:

"Helping Retirement Savings Last a Lifetime"
Monday, Sept. 25, 8 a.m.-Noon CDT  (9 a.m.-1 p.m. EDT)

Presentation will be webcast live from the
Sheraton Chicago Hotel and Towers, Chicago, IL.

The issues covered in this course are indispensable to retirement advisors assisting current retirees and the 76 million baby boomers preparing to retire in the years to come.  Developed jointly by InFRE and the NAVA, this special course is designed to help advisors identify how retirement distribution planning is different from retirement accumulation planning.  Participants 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.

Attendees will learn:

  • the 6-step process to create a retirement income plan

  • the four 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 

  • how to tailor an income management plan for individual clients

The course will also examine how to create secure income that lasts a lifetime; tax and income distribution issues that advisors and clients should know about; and when and how to liquidate assets.

Join Michael Zmistowski, RFC, president, First Gulf Advisors, Inc., for this special intensive session, designed to offer insights and practical training regarding the tools, practices, and strategies required to help your clients pave the way for a financially secure retirement. View the live session and earn 4 CE credits.

The above event is one of 13 exceptional webcasts featured at the symposium that allow participants to earn up to as many as 15 CE credits.   For additional information on this and other webcasts, visit the Advisor section of MoneyShow.com for more details.  While there, complete your quick and easy registration for the "Helping Retirement Savings Last a Lifetime" and any of the other 12 exclusive Financial Advisor Symposium Webcast events.  

 

 Subject:  "Helping Retirement Savings Last a Lifetime" 

Date:  Monday, September 25, 2006 

Time:  8 a.m.–Noon CDT (9 a.m.-1 p.m. EDT) 

          CEU:  4 (earned only by viewing live session)

Price:  $495 for attendees and webcast viewers
(The webcast will be archived and available for purchase approximately 10 business days after the live event.) 

Click here for more information.  

If you have any questions, please contact InFRE at 847-756-7350 (ext. 134). 

 

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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