Area of Focus Sessions
PFP2512. Building Bulletproof Retirement Income Plans
Clients often approach retirement with one overwhelming question: "Am I going to be OK?" This session dives deep into the strategies and tools financial planners need to confidently answer that question and create retirement income plans that truly work.
From building sustainable income streams to addressing longevity, market volatility, and healthcare costs, you’ll explore how to craft comprehensive plans that provide both security and peace of mind. Whether you’re helping clients transition into retirement or considering your own financial future, this session delivers actionable insights and techniques to ensure every plan stands the test of time.
Equip yourself with the knowledge to answer your clients’ toughest questions—and leave them with confidence in their financial future.
Date/Time
–
CPE Credits
0.0
NASBA Field of Study
Specialized Knowledge
Level
Intermediate – (3-4 years in the profession)
Advanced Preparation
None