Description
In an era of evolving financial landscapes, technological enhancements, and uncertain market conditions, traditional retirement income strategies like the 4% distribution strategy may no longer suffice. In fact, most of our planning today is too binary, focused on success and failure rates that miss the whole point and behavioral aspects of generating real world retirement income for clients. Adaptability is critical in retirement income planning, allowing you to navigate the complexities of today's financial world with confidence and resilience to deliver a more sustainable retirement income plan. Testimonial: “The idea that advisors should help clients view retirement as a life change (not an event called "retirement") and that it must be managed.”
Learning Objectives
In this one-hour webinar you will: 1. Understand how to assess clients' evolving financial needs and risk tolerance, enabling advisors to tailor adaptive based retirement income plans that align with individual goals and circumstances; 2. Gain insights into advanced withdrawal strategies, such as the Guardrail Strategy and the Spend Safely in Retirement Strategy, to provide clients with more flexible and resilient income solutions; 3. Discover how to leverage technology and digital tools for real-time monitoring and adjustment of retirement income plans, ensuring ongoing alignment with clients' evolving objectives.