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Managing Retirement Income

Introduction to Managing Retirement Income

The Introduction to Managing Retirement Income Course is a one-and-a-half hour session designed to help advisors and retirement counselors become aware of how retirement distribution planning is far different from retirement accumulation planning.

Learners 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. One take-away solution summarized during the course is that the answer to retirement income management is not just "asset allocation" but also "income allocation."

In today's new retirement environment, where people live longer, are more active, and have higher retirement expectations than previous generations, professional retirement income management knowledge is needed now more than ever to help ensure employee retirement savings last a lifetime. In this course you will explore:

  • An Introduction to the Retirement Income Management Model
  • The difference between retirement accumulation planning and retirement income planning
  • Risks faced by retirees
  • An overview of tax and distribution issues
  • An introduction to income allocation strategies
  • The importance of creating a lifetime income to meet essential needs
  • Answers to your questions
  • What past RIM course attendees are saying:

    "Very informative and necessary training for the industry."
    "I thought it was great and helpful-would highly recommend it."
    "This is the only course that focuses on the primary concern of seniors."
    "Very positive! Good flow. It kept my interest throughout. Really great!"

    This course is can be delivered live to groups by an InFRE-approved instructor, licensed for internal training purposes, or purchased below for professional continuing education needs.

    Click here for someone to contact you about live delivery to a group or licensing of this course for training purposing (this will open your e-mail application), or call 847-756-7350 ext. 132.

    Developed By: International Foundation for Retirement Education (InFRE) and the Association for Insured Retirement Solutions (NAVA)

    Introduction to Managing Retirement Income
    Presenter:  Kevin Seibert, CFP®, CEBS, CRC®
    Date recorded:  April 13, 2006
    Time:  1 Hour and 30 Minutes
    CEU:  1.5 CE

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    $ 49.00