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This first of a two-part session explores the unique aspects of planning for an income that is designed to support the lifestyle individuals and clients envisage as they approach or embark on the journey of financial independence. Attendees will be exposed to:

• Some of the myths and realities concerning retirement
• How and why assumptions and factors used to save for retirement may not work or work differently when spending through the phases of retirement
• Walk away with some concepts and tactics that are better attuned to the aging marketplace.

Attendees will gain a new appreciation for how retirement planning is so different from retirement income planning.

CE credits: Pending

To receive their CE credit, attendees of each event will be required to attend the entire session and pass the quiz after the webinar has been viewed.