What Advisors Need to Account For
Join Covisum® Founder and President, Joe Elsasser, CFP® on Wednesday, December 4, 2019 at 1:30 p.m. Central Time for a free webinar. Learn how to help your clients navigate multiple retirement income streams and how to create thorough retirement strategies that add value every step of the way.
People have multiple options for saving for retirement: 401(k)s, 403(b)s, IRAs, fixed annuities, certificates of deposit and more. Additionally, many working Americans receive some retirement income from either Social Security or pensions. The singular “nest egg” is no longer relevant. Modern retirement planning is less about helping clients save and manage a single nest egg and more about helping them crack the right egg at the right time.
In this free webinar you will learn:
- How the current tax system, Social Security rules and other factors interact.
- How you can identify and address the issues created by these interactions.
- How you can clearly communicate these complexities to clients and differentiate your practice.
With the right knowledge and technology, financial advisors can deliver smart, sophisticated retirement income plans that pull from many income streams, not just one, and add significant value to their clients.
Following the presentation, we will have 10-15 minutes for questions and answers. Save your seat now.