As people transition through their working years into retirement, identifying key planning ages along the way can be difficult for even the most well-intentioned planners. 

Missing opportunities to save more or to leverage little-known strategies can make the difference in setting the stage for a purposeful retirement, rather than a reactive one.

The risks many retirees face is many – from longer life expectancies, dwindling pensions and rising healthcare costs, to concerns over Social Security trust funds continued insolvency on the horizon. You can help your clients identify potential roadblocks and leverage opportunities along the path to an empowered retirement where they sit squarely in the driver’s seat equipped to take charge of their road to retirement.

In “Navigating the Critical Ages of Retirement Income Planning” by Heather Schreiber, you will:

1. Understand why age 50 isn’t just for catching up;
2. Learn about one of the most overlooked early withdrawal strategies financial professionals miss;
3. Uncover a whole new way to define your home as part of your portfolio of wealth;
4. Discover why age 63 is so important for many Medicare enrollees worried about tax diversification;
5. Learn why 70½ is the age of the QCD Pivot;
6. Engage your clients ages 50+ in new and meaningful ways.

Your presenter is Heather Schreiber, RICP®, Founder and President, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals.

Heather partners with financial, legal, and tax professionals to build holistic client solutions for retirement. Heather prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to turn complex strategies into easy to understand terms. In her 20th year in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and one of the largest FMOs in the country. She is frequently asked to speak at industry events, radio programs, recruiting webinars and created and led a series of bi-annual 2 ½ day intensive training events for elite advisors on effectively weaving Social Security planning into their sales process.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

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