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A Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke

Understanding what retirees want and what keeps them up at night are major elements for financial professionals to resolve and solve for their pre-and-post retiree clients.

It is important to build portfolios that create a base of income they cannot destroy, one they cannot outlive, and when done correctly, protect principal that cannot be lost if dying to soon. Investing solutions should focus on income flow, discretionary liquidity, growth opportunities and legacy goals.

During this session, we will address many myths and biases that surround these questions and show you how building a retirement income floor that incorporates insurance guarantees can help clients meet their emotional and financial needs for a lifetime.

Gain insight into how an income floor strategy can use fewer assets for income and free up more assets for growth, liquidity, and legacy.

  1. Safe Income: Luck vs. Skill (Predictable vs Unpredictable);
  2. Liquidity: Understanding the “Illusion of Control”… FOMO (fear of missing out);
  3. The top five risks to mitigate in retirement;
  4. How to take a “basket of products approach” (agnostic approach);
  5. The benefits of buying income and investing the difference;
  6. Providing more for long-term growth and liquidity and legacy goals.

Your presenter is Curtis Cloke, CLTC, LUTCF, RICP, award-winning financial professional and retirement income expert, trainer, and speaker. 

Curtis ClokeCurtis has over 29 years of experience in income distribution planning. Recognized in 2009 as a top-five finalist for Advisor of the Year by Senior Market Advisor magazine, Curtis provides educational workshops, seminars, and presentations on advanced retirement income-planning strategies and techniques for financial professionals.

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.  

The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke

Overall Rating: 4.1 / 5

The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


A Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke


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