Webinar Registration

Guaranteed Income:
The Forgotten Household Asset
Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, March, 19
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
David Blanchett
David Blanchett, PhD, CFA, CFP®
Director of Retirement Research PGIM DC Solutions

What You'll Learn

Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability. Join David Blanchett, PhD, CFA, CFP® to explore why financial planners…

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What You'll Learn
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Webinar Description

Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability. Join David Blanchett, PhD, CFA, CFP® to explore why financial planners need to consider guaranteed income more fully, since doing can have significant implications on optimal investing and spending strategies.

Attendees will learn:

  • the role of guaranteed income on the balance sheet,
  • the impact guaranteed income on portfolios,
  • how guaranteed income effects optimal spending strategies,
  • and why guaranteed income is worth more than other assets, especially today.

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers 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.

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.