How can you help your clients determine an optimal product mix that incorporates maximizing either a sustainable lifetime income, planned financial legacy, or a mix?
One solution? “Pensionizing” a portion of your clients’ nest egg — by purchasing a “personal pension” that provides guaranteed income they can’t outlive.
Attendees of this course discuss (a> the new risks that investors face as they approach and entire retirement, including longevity, inflation and sequence-of-returns risk, and how retirees can combine financial and insurance products to create retirement income plans that meet their individual goals.
In particular, we will examine how the optimal product allocation for a retiree will depend on their preference for maximizing sustainable lifetime income, or maximizing a planned financial legacy.
Alexandra is from Toronto, Ontario, Canada, and teaches personal finance at York University, one of the most prestigious universities in Canada. She holds the CFP designation and has worked in multiple facets of the wealth management industry in Canada, including as a registered advisor and more recently in marketing and strategic planning.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.
Your 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.
QTY is not available.