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Empire Life: TRIIPSS: Generating lifetime income: Part 2 – Some principles to employ

May 3, 2023 EDT @2:00 pm - 3:00 pm

 

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Our last session focused on the views and expectations of aging Canadians and the retirement income planning process. One widely held concern is outliving one’s money and becoming a burden on family. This session looks at some key considerations that can impact how long money will last, income generating strategies that can help with the ups and downs of the market, options to address some rules of thumb that may not be sustainable and the significance of lifestyle planning. Attendees will walk away with tools, processes and conversation starters, all designed to better equip them with the task of working with aging clients to generate lifetime income.

 

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.

Details

Date:
May 3, 2023 EDT
Time:
2:00 pm - 3:00 pm
Event Category: