Managing Retirement Income
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SMRI Print Course
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Strategies for Managing Retirement Income: Self-Study Print Course (300 pages). Designed to help you provide the confidence and assurance that clients and plan participants need in planning for retirement, InFRE has released the revised and updated 2nd edition of Strategies for Managing Retirement Income self study print version by Betty Meredith, CFA®, CFP®, CRC®, InFRE Director of Education and Research and Kevin Seibert, CFP®, CRC®, CEBS., InFRE’s Managing Director. In addition to covering the valuable six-step process for Retirement Income Management found in the first edition, this version provides additional in-depth worksheets and a case study to help retirement counselors better understand how to create a suitable retirement income plan for their employees and clients. A recorded four hour version of this course delivered live will be available online later this year for InFRE continuing education credit. Published by the InFRE Retirement Resource Center, 300 pages, soft cover. Retail price: $149; Approved for CFP®, insurance and InFRE continuing education credit. Insurance CE: 4-10 credits available in most states. |
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