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BENEFITS
Earn 2 CPE credits in Consulting Services.
HIGHLIGHTS
Retirement Income Planning: Transitioning from Accumulation to Distribution
Participants will learn how to reposition retirement assets from an accumulation mode to a distribution mode which will provide current and future income taking into consideration:
- Longevity risk
- Rising cost of living (inflation)
- Legacy concerns
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$45 after May 12 - Season Pass holders must register for each event.