Tapping into Retirement Accounts to Build an Income Stream
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Name:Tapping into Retirement Accounts to Build an Income Stream
Date:November 7, 2017
Time:12:00 PM - 1:15 PM EST
Event Description:
How and when wealthy clients draw down their various retirement funds is a critical planning topic with numerous tax and investment implications. This one-hour roundtable event will feature financial advisors, CPAs, & bankers for a "working lunch" to share expertise on how to tap into retirement accounts and build a sustainable asset withdrawal strategy for retirement.
Aftercompletingthe Roundtable, you will know:
The ultimate purpose of retirement income planning
The 4 biggest risks clients face in retirement
4 approaches for designing a retirement income plan
Transition planning: When to take distributions & liquidate assets
Registration for this workshop isavailable at [Roundtable].
Workshop attendees earn up to one hour of CPE credit in Finance.
AdditionalInformation:
Prerequisites: None
Who Should Attend?
CPAs Advanced Preparation: None necessary, although a basicunderstanding of retirement accounts ishelpful. Program level: Basic Deliverymethod:Group-Live