Webcast: Transitioning to Retirement Income
Successfully bridge the gap from accumulation to income. Click here to view the archived webcast. Key topics…
Successfully bridge the gap from accumulation to income.
Click here to view the archived webcast.
Key topics covered during the webcast include:
• Discussing retirement income with your clients
• Capturing rollover assets
• Sustaining retirement income
• Evaluating retirement products
Listen to our expert panelists discuss how to build a retirement income practice LIVE from your own desk. Ask questions about the best solutions and tools for your practice.
Moderators:
Evan Cooper
Senior Managing Editor, InvestmentNews
Lisa Shidler
Reporter, InvestmentNews
Session Panalists:
John Ameriks
Principal, The Vanguard Group Inc.
Brant M. Keller
President, FAC Wealth Management LLC
Phil Lubinski
Certified Financial Planner, First Financial Strategies LLC
Click here to view the archived webcast
Sponsored by:
Learn more about reprints and licensing for this article.
