Advanced Advisor Education Workshop: Retirement Income Strategies

Format: Webinar
Date: May 5, 2021 | 1:00 - 3:00 p.m. EST 
Track: Retirement
Premier CE: 2 CE credit hours for CIMA®, CPWA®, and RMA® certifications
CFP CE: 2 CE credit hours, pending approval
Cost: Complimentary

This workshop is for financial advisors and wealth managers who work with clients approaching or in retirement and will focus more specifically on the decumulation phase of retirement planning.

Read the full description below.

REGISTRATION & FEES (USD)

Complimentary

Register

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CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • Up to 2 hours of CE credit for CIMA®, CPWA®, and RMA® certifications (pending approval)
  • Audit-proof, Premier CE
  • Automatically added to certification record within 2 weeks of the event 
CFP Board
 
  • Up to 2 hours of CE credit for CFP® certification (pending approval)
  • Reported on your behalf to CFP Board within 2 weeks of the event
Note: In order for CE reporting to take place, you must enter your Institute ID number and/or CFP Board ID number in the GoToWebinar platform when you join the webinar.
 
EXPIRATION

This is workshop is being delivered in a live webinar format. It is scheduled to take place on May 5, 2021 from 1:00-3:00 p.m. ET.

Approximately one week following the webinar, you will automatically receive access to the webinar recording for a viewing period of one year. CE credit may be earned from watching the recording for CIMA®, CPWA®, and RMA® certifications. Please note the recording is not eligible for CE credit for CFP® certifications. 
 
You will receive an email when the recording becomes available with instructions for how to access it.
 

ACCESS INSTRUCTIONS

After registering, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar.

Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website.

Advanced Advisor Education Workshop – Retirement Income Strategies


Retirement clients face a unique set of challenges as they approach and enter retirement, and advisors can add significant value by providing a clear roadmap for them.  This workshop is for financial advisors and wealth managers who work with clients approaching or in retirement and will focus more specifically on the decumulation phase of retirement planning. Advisors will learn concepts and techniques taught in the Retirement Management Advisor® (RMA®) program, review results from recent surveys of investor behavior in retirement, and explore decumulation-oriented planning approaches and digital tools, including the Income to Outcome framework.  Attendees will learn to identify and analyze challenges retirees face and understand how to develop specific strategies to create retirement income, maximize growth, and address risks.


Featured Speakers


Avi Sharon

Avi Sharon, Ph.D.
Executive Vice President & Product Strategist


Dr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic initiatives aimed at driving growth within the traditional product franchise. Prior to joining PIMCO in 2018, he was a principal at Blackstone, where he helped launch the firm’s retail alternatives initiative. Previously, he was a managing director at AllianceBernstein, where he ran multi-asset product management, led wealth management group research and marketing, and was interim head of investor relations for the firm. He has 19 years of investment and financial services experience and holds a Ph.D. from Boston University. He received an undergraduate degree from Emory University in Atlanta.


Marc Milstein

John Nersesian, CIMA®, CPWA®, CIS, CFP®
Head of Advisor Education, PIMCO


Mr. Nersesian is head of advisor education for PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Previously, he was managing director of wealth management services for Nuveen Investments from 2000 to 2018. Prior to this, he was a first vice president at Merrill Lynch Private Client Group, where he was also a leader of advanced training for financial consultants. Mr. Nersesian served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006 to 2017, and as chairman for the 2014-2015 term. He is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 35 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University. He has earned the CFP, CIMA and CPWA designations.


Jennifer

Jennifer Gongola
Research Psychologist, PIMCO





Biography coming soon!


Occhialini-Ali-Main

Alison Congdon, CFA
Senior Vice President, Digital Product Manager, PIMCO


Ms. Congdon is a senior vice president and digital product manager in the global digital group, building digital tools and services for clients and account managers. She is the head of product for PIMCO Pro, the firm's global client servicing and analysis platform. Before joining global digital in 2018, she was an account manager in U.S. global wealth management. Prior to joining PIMCO in 2015, she was an associate at Goldman Sachs in the reinsurance principal investments group. She has seven years of investment and financial services experience and holds an MBA from Harvard Business School and an undergraduate degree from Harvard University.

Special Thanks


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