Today’s Market Challenges
Clients need stronger financial guidance around evaluating their retirement readiness plans, as they prepare to leave the workforce and enter one of the phases of retirement.
With turbulent markets looming, and inflation and interest rates placing pressure on today’s households, those approaching retirement or already in retirement need more specialized guidance than ever before. Income fluctuations and disruptions create a heightened need for advisors who have specialized skills in addressing the needs of retirees and can guide their clients to overcome obstacles and potential roadblocks. Clients are demanding fresh strategies for navigating their unique hazards and need meaningful implementation strategies for helping them maximize their wealth.
How the RMA Can Help
The RMA® program addresses real-time retiree challenges and is constructed to help advisors navigate the specific needs of those managing retirement income plans so that they can drive better outcomes.
Designed for times like these, our faculty bring relevant client challenges of today to the table. They share techniques and provide you with innovative approaches to keep your clients on track with their retirement promises. By exploring contemporary examples, you will leave with the processes and procedures to tackle even the most complex retirement income plans. You will learn how to address today’s retiree challenges with repeatable and actionable strategies. When completed, you’ll be able to confidently have a meaningful conversation for those at the end of their career lifecycle, helping them evaluate their retirement readiness and helping those within retirement thrive.