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Evaluating Retirement Income Strategies and the Role of Annuities in Client Financial Plans
Boost Your Client's Retirement Savings and Income Planning, Annuities outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, March, 27
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Wade Pfau
Wade Pfau, PhD, CFA, RICP®
Co-founder, RISA® RISA Profile
Alexus Rogers
Alexus Rogers
Customer Relationship Lead RightCapital

What You'll Learn

In this webinar, Wade Pfau, Ph.D., CFA, RICP will provide an overview of four different retirement income strategies: Total Return, Time Segmentation, Income Protection, and Risk Wrap. Wade will explain the key benefits for each strategy and will provide a framework that…

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What You'll Learn
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Webinar Description

In this webinar, Wade Pfau, Ph.D., CFA, RICP will provide an overview of four different retirement income strategies: Total Return, Time Segmentation, Income Protection, and Risk Wrap. Wade will explain the key benefits for each strategy and will provide a framework that advisors can use to help determine the right retirement income strategy to meet their clients’ unique needs.

Wade will dive into the role that annuities can play in supporting each of those strategies and will be joined by Alexus Rogers from RightCapital who will model how annuities can impact client financial plans and retirement preparedness. Alexus will illustrate these impacts using a visualization of retirement income ratio, which will highlight how different annuity options can help deliver stable retirement income.

Learning objectives: 

  • Participants will be able to identify and explain the pros and cons of the four different retirement income strategies
  • Attendees will gain knowledge about the role of annuities in supporting each of the discussed retirement income strategies.
  • Participants will be able to interpret and utilize the retirement income ratio visualization to evaluate the impact of different annuity options on a client's retirement plan

 

*CE/CPE Eligible: 1 CE credit is available to attendees, courtesy of RightCapital, with these designations: CFP, CLU, ChFC and RICP. CPA listeners 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.