PFP2512. Building Bulletproof Retirement Income Plans

Clients often approach retirement with one overwhelming question: “Am I going to be okay?” 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.

Learning Objectives:

• Analyze key considerations in retirement income planning.
• Identify overlooked expenses, such as healthcare costs, long-term care costs, and home maintenance.
• Identify a client-centric approach for benchmarking progress throughout retirement.
• Determine a framework for transitioning a client’s portfolio from accumulation to decumulation.