The April, 2023 free quarterly newsletter features articles on Bonds, Income Planning, and Communication.

Articles in the April, 2023 Issue:

• "Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy" by Russell Wild, MBA, Principal of Global Portfolios.
• “Navigating the Critical Ages of Retirement Income Planning" by  Heather L. Schreiber, RICP®, HLS Retirement Consulting, LLC
• "Adapting Your Communication Style for More Effective Client Relations" by Joe Tabers, CSP, Founder of Productive Training Services

Some of the topics covered in this issue:

1. Better understand what major role bonds should play in a retirement portfolio. Hint: It is not to produce income; learn what kinds of bonds belong – and which don’t belong – in retirees’ accounts; know how to choose between individual bonds, bond ladders, bond mutual funds, and fixed-income ETFs; discover the real risk of bonds that most underplay. And while at it, better understand what happened in 2022, a notably bad year for bonds; find out the secrets to successful bond trading.
2. Understand why age 50 isn’t just for catching up; learn about one of the most overlooked early withdrawal strategies financial professionals miss; uncover a whole new way to define your home as part of your portfolio of wealth; discover why age 63 is so important for many Medicare enrollees worried about tax diversification; learn why 70½ is the age of the QCD Pivot; engage your clients ages 50+ in new and meaningful ways.
3. Identify and better understand your own preferred communication style; identify strengths, limitations and preferences of four core communication styles we most often encounter; review and appreciate different communication strengths and weaknesses others bring to a relationship; review some proven questions to ask yourself for effectively “adapting” your communication style in retirement counseling interactions; prepare yourself to build more trust and to reduce relationship tension. 

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

After passing exam, reporting for CFP®, CRC® and other CE credit is free.  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 CFPand/or CRC® IDs.  You are responsible for reporting all other certifications for CE credit. 

Developed by: Retirement Resource Center (RRC)

Designed for: Advisors and Retirement Counselors