Recently, there have been many challenges to the traditional retirement spend down model. Today’s market environment provides even more uncertainty and greatly affects the way clients make key financial decisions. There is more anxiety, and many believe that they may not have the funds needed to retire in a way they had hoped. Join moderator Ross Levin and expert panelists William Reichenstein and Steve Vernon as they sort through strategies and provide new ways to approach client conversations around retirement and income.

Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

Course Information
Course Date:
October 03, 2018
Course Objectives
  • Determine strategies and provide new ways to approach client conversations around retirement and income
  • Identify the challenges to the traditional retirement spend down model
FPA Annual Conference 2018: Retirement Distribution Strategies
Speaker Information
Ross Levin, CFP  [ view bio ]
William R. Reichenstein, CFA  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Products
Streaming
FPA Member Price:$29.00
Non-Member Price:$29.00