Your Client Will Run Out of Money Without Proper Distribution Planning – for ICAs

$25.00

John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method – as well as viable options for leading a prosperous lifestyle with some guarantees.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.

Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’

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Description

John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method – as well as viable options for leading a prosperous lifestyle with some guarantees.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.

Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’

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