Guiding Your Clients Through a Successful Retirement: Developing Retirement Income Strategy

With 10,000 Baby Boomers turning 65 every day, more people than ever are asking how to manage their money in retirement and these to-be retirees are faced with more choices than ever. In this session, we will look at the common questions from new retirees on how to efficiently create an income for themselves in retirement. Additionally, a review of the many income options will be discussed and the important trade-offs of incorporating these options in a retirement strategy.