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The Latest Retirement Income Strategies (RETS)

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The Latest Retirement Income Strategies (RETS)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Taxes
  • Level
    Update
  • Credits
    2
  • Qualifies for

    CPE

Overview

Explore the latest issues facing clients preparing for retirement income planning.

Major Topics:

  • Retirement income generation and withdrawal strategies
  • Planning despite market uncertainty
  • Planning for different retirement income complications
  • Dividend Growth for all generations

Learning Objectives

  • Plan out portfolio construction, asset allocation, accumulation, and withdrawal strategies
  • Diversify using alternatives

Designed for:

CPAs, financial planners, and their individual and small business clients or owners

Prerequisite:

Some experience with and a working understanding of retirement planning concepts

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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