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 1, 2017
Time: 12:00 PM - 1:15 PM EDT
Event Description:
How and when wealthy clients draw down their various retirement funds is a critical planning topic with numerous tax and investment implications.bigstock-Basket-Egg-Investment-Portfoli-56443334
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.
 
After completing the 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
  • How to customize income solutions for each client
Location:
Wake Med Apex Health Plex, 120 HealthPlex way…2nd Floor Conference Room, Apex, NC 27502
 
Date/Time Information:
Wednesday 11/01 &  Tuesday 11/07 from 12pm – 1:15pm
Contact Information:
Send an Email
Fees/Admission:


Free Event
Pre-registration Required

Registration for this workshop is available at [Roundtable].
 
Workshop attendees earn up to one hour of CPE credit in Finance.

Additional Information:

 
Prerequisites: None

Who Should Attend?

CPAs
Advanced Preparation: None necessary, although a basic understanding of retirement accounts is helpful.
Program level: Basic
Delivery method: Group-Live
 
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