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Managing Retirement Income

Client Retirement Income Management Educational Marketing Workshop Introduction to Managing Your Retirement Income
irim A highly-relevant and practical workshop for clients and prospects about the need for retirement income management planning.

Why this workshop?

"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. Clients 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 educational marketing workshop that teaches pre-retirees what they need to know to make a successful transition to retirement and manage their income so that they can productively and suitably help clients and prospects experience a retirement as beneficial and personally rewarding as they had hoped.

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 length: 75 minutes (1.25 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:

  • One to two-day group train the trainer course available (includes interactive presentation skills)
  • Addition of your company ’s logo and name as well as customization of materials to reflect your organization’s retirement products and services, or plan specifics
  • Practical train-the-trainer sessions for groups of individuals.

    • Delivery Methods
    This course can be licensed and delivered individually, by your organization or delivered by a qualified IRRC instructor.