8
“How to” Implement Retirement Income Solutions – From the Advisor’s Perspective
Date: August 8, 2024
Time: 2:00 pm - 3:00 pm EST
Retirement income solutions are evolving and availability of solutions on recordkeeper platforms is increasing daily. Advisors and consultants who have implemented retirement income solutions will share their experiences during this session, including what worked, what didn’t work, and what they wish they would have known before they started.
Learning Objectives:
- By the end of the session, attendees will be able to:
- Identify strategies to employ when considering the implementation of in-plan retirement income solutions.
- Determine those strategies that should be avoided when considering retirement income solutions, which may vary based on plan size and type.
- Develop action steps to commence introducing retirement income solutions to plan sponsors – beginning with a plan sponsor communication strategy.
This webinar is pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
