Description
Comprehensive wealth management involves helping clients systematically and holistically address major planning topics to implement comprehensive tax-smart financial solutions. One important concept within this holistic approach is Retirement Planning and Withdrawal Strategies. While retirement may start in the later stages of life, the dreams of retirement start much sooner.
Learning Objectives
• Why annuities are an important part of retirement income planning
• Advantages and disadvantages of various annuity products
• Annuity resources
• Why life insurance is an important part of retirement income planning
• Life insurance resources