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Plan Sponsors

Introduction to Managing Your Retirement Income (short course) and What Your Need to Know About Managing Your Retirement Income (long course)

Client Rim Two highly-relevant and practical workshops for employees to learn about the need for retirement income management planning.

Why these workshops?

"When and how should I take income from my retirement savings?” Today’s retirement planning environment is complex. With longer life expectancies, rising health care costs, and fluctuating retirement savings values, generating a continuous income stream is an increasingly difficult challenge for all but the most well-prepared. Employees need to understand the challenges they will face before they retire in order to make informed decisions about when to retire and how to take distributions from their pension, 401(k)/457/403(b), IRAs and other personal retirement savings. Likewise, retirement advisors and counselors need an objective education workshop that teaches pre-retirees what they need to know to make a successful transition to retirement and how to manage their income.
 
Who should use this course?

Retirement counselors who want to help pre-retiree and retired clients make informed decisions about when to retire and how to convert retirement savings assets into income during retirement while also managing to reduce their retirement risks.

Workshop lengths:

  • Introduction to Managing Your Retirement Income (1.25 hours)
  • What You Need to Know About Managing Your Retirement Income (3 hours)

    • Materials: Fully-scripted PowerPoint (to be submitted for FINRA approved) and per person professionally-printed client workbooks.

    Investment: Per presenter fee for the PowerPoint file, plus a workbook fee (each workshop attendee or couple must receive a book). Organization-wide licensing options are also available.

    Other Resources:

  • Practical one to two-day group train the trainer course available (includes interactive presentation skills); length depends on existing knowledge and skills of trainers
  • Addition of your organization’s logo and name as well as customization of materials to reflect your organization’s plan specifics

    • Delivery Methods

    This course can be licensed and delivered by your organization or delivered by a qualified IRRC instructor.

    Click here for someone to contact you about delivering this course live to groups or licensing either of these courses for employee education purposes (this will open your e-mail application), or call 847-756-7350 ext. 132.