VTC: Income, Income, Income…For Today's Retirees: Where Will It Come From? How Long Will It Last?
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A Video Teleconference produced by the Society of Financial Service Professionals for Chapter Use
National Broadcast Dates:
February 17, 2010 – 1:00 – 3:15 p.m. (Eastern)
*Chapters can offer programs on national broadcast dates or a date of their own choosing. Each Chapter also determines the cost and location for its program. Consult your Chapter about its plans to present this program.
This program is a discussion of the income needs of retirees: the sources of that income; how to arrange those sources to offset changes in health and other variables; what amount will be sufficient to support a desired life style; and how to sustain that income through a long retirement. Panelists will create an investment strategy that addresses these concerns and apply that strategy to a series of situations based on a hypothetical client who has sufficient life insurance for estate purposes, will live a minimum of 30 years after retirement, and already owns long term care coverage. The only issue left is income. Discussion will center on the interaction of such factors as Social Security benefits, retirement plans, IRAs, Roth conversion opportunities, pensions, annuities, etc. With an emphasis on income, the program will be of particular interest to these Professional Interest Sections: Investment Management, Retirement Counseling, Financial Planning, and Qualified Plans, as well as to anyone who advises clients on retirement issues.
By the end of the program you will understand:
Who should attend?
Financial planners, insurance producers, investment advisors, retirement counselors, estate planners, and other financial professionals who are looking for strategies on how to stay productive.
If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org