Focus on Retirement Income Strategies

Focus on Retirement Income Strategies

Focus Series, Virtual Conference 
Wednesday, August 26, 2020 | 11 a.m. ET - 3:30 p.m. ET


Many retirees require a goals-based planning approach, particularly when generating a consistent and sustainable income stream in retirement. As clients transition from accumulation to decumulation, advisors are turning to flexible solutions to deliver a certain level of consistent income to meet their needs in the current low-yield retirement. 

Scheduled Sessions

Speaker and Session Information Coming Soon!

Registration & Fees (USD)

  • $195 Member
  • $445 Join & Learn (includes 1-year of Investments & Wealth Institute membership)

Register

Note: 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.

 

Continuing Education

Learners must be logged into the webinar delivery platform on August 26, 2020 for the entire session(s) to receive the corresponding continuing education (CE) credit. Pending approval, the following entities will accept it for CE credit:

Investments & Wealth Institute®

  • Up to 4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications (pending approval)
  • Automatically added to certification record within 2 weeks of the event 

CFP Board

  • Up to 4 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.

 

Access Instructions

After registering on this website, 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. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.