Help retirees live the life they envision

Retirees often look to their financial professionals to help them maintain the income they need to live their desired lifestyle. This program is designed to help financial professionals improve client satisfaction with their retirement income outcomes. We offer actionable ideas for overcoming the most common obstacles to success, including insufficient portfolio income, client overspending and loss of client confidence in their retirement income plan.

You’ll learn how to:

• Construct portfolios that account for a client’s evolving time-frame, risk and liquidity considerations 
• Engage clients in thoughtful conversations about:
  
  • What they want retirement to look like
  • The impacts of overspending
  • The risks of abandoning their plan during market downturns