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VTC: Managing Your Resources for Income in Retirement (November 2007)

In a world of iPhones and MP3s, are you recommending 8-track cartridges? Retirement expectancies of 30 to 40 years are no longer uncommon, and outliving income has become a real possibility. This program shows you how to construct—or re-construct— investment strategies that create predictable and sustainable income for life and beyond. Your heirs will thank you as well! Business owners too will discover options for managing their retirement plans. In addition to the 2-hour regular program, there is a third optional hour designed with the consumer in mind. So throw away that 8-track player, cover up that turntable, and plug in to 21st century retirement security.

After completing this program, you will be able to understand:

  • New investment theories and money management strategies that provide for sustainable income.
  • Ways to minimize the “tax bite” when converting retirement accumulation assets to retirement income assets

  • How to protect against factors that unexpectedly increase your need for income, such as long term illness, critical care issues, incapacity, and Alzheimer’s disease
  • How business owners can restructure their retirement plans to address changing situations that affect the need for sustainable income
Who should attend? Financial planners, insurance producers, investment advisors, retirement counselors, estate planners, and business planners.

Available on DVD only. Books not available.



Non Member Price: $75.99
—Not an FSP Member? Click here to join.

Quantity: VTC: Managing Your Resources for Income in Retirement (November 2007)

 
Society of Financial Service Professionals
19 Campus Blvd., Suite 100
Newtown Square, PA 19073-3239
800-392-6900 (M-F, 9 a.m. to 4:30 p.m. ET)
orders@financialpro.org

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