What You'll Learn
Join Alexandra Nobile from JPMorgan Chase as she presents the Guide to Retirement; a presentation designed to provide financial advisors an effective framework for supporting their retirement planning conversations with clients. Here are some of the many concepts Alexandra…
Tom Dickson
Financial Experts Network
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Join Alexandra Nobile from JPMorgan Chase as she presents the Guide to Retirement; a presentation designed to provide financial advisors an effective framework for supporting their retirement planning conversations with clients. Here are some of the many concepts Alexandra will cover: the retirement equation, income replacement needs, how spending changes with ages, an interesting look at Social Security claiming strategies as it relates to longevity, and variations in spending for clients who use Medicare Advantage plans.
“This webinar will feature one of the best retirement planning presentations I’ve seen, with charts and graphs that somehow communicate critical concepts in a simple but effective manner. I encourage you to register for this webinar!”
Tom Dickson, Financial Experts Network
*CE/CPE Eligible: 1 CE credit is available to attendees with these designations: CFP, CLU, ChFC and RICP. CPA attendees will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.