Financial professionals today face a number of challenges when assisting preretirees in an ever-changing economic landscape of challenges and financial risks. These changes include loss of employer pension plans, historically low interest rates, increased market volatility, rising health care cost, looming changes to Social Security and Medicare, forced retirement, extended longevity and more recently, a pandemic! This session will identify fresh concepts and mathematical ideologies on new designs for retirement planning that could improve income, growth, and liquidity for your retiree clients.
- Creating an emotional connection with preretiree clients
- Discussing fears and risks retirees face today
- Defining distinct roles of Investment vs Insurance to improve retirement efficiency
- Framing complicated concepts in simple terms for retirees’ understanding
- Helping retirees set responsible expectations in establishing specs used to forecast their plan
Curtis Cloke, CLTC, LUTCF, RICP is an award-winning international speaker, educator and author as a retirement expert. His presentations are entertaining, inspirational and educational. Curtis serves as an Adjunct Instructor for The American College of Financial Services as part of the educational team of experts who helped develop curriculum and content for the new online RICP® (Retirement Income Certified Professionals) designation program. In 2009, Curtis was also recognized as a top five finalists for “Advisor of the Year” by Senior Markets Advisor Magazine. He is a 20-year member of MDRT, with 3 Court of the Table and 12 Top of the Table honors. In addition to MDRT, he is also a member of the Forum 400, NAFIA, Society of FSP and many other industry associations. Curtis is a financial life planner with over 30 years of experience serving clients around the US from his Burlington, Iowa office. He focuses on business, estate and retirement planning.
12:00 pm – 3:00 pm ET
11:00 am – 2:00 pm CT
10:00 am – 1:00 pm MT
9:00 am – 12:00 pm PT
There will be a 10 minute break each hour.
Note: CLE credit is not available in AK, CT, DC, HI, IN, KS, MD, MA, MI, MN, NV, NJ, PA, RI, SD.
You must log in to the live webinar in order to earn CE credits.
*Insurance credits are provided by Insurance Study.
Registration Fee (includes PowerPoint, CE credit fees, and access to the archived program)
|FSP Premier Members||FSP Members||Non Members|
|Early Bird Registration (until 04/13/21)||INCLUDED*||$39||$89|
|Registration (after 04/13/21)||INCLUDED*||$49||$99|
*Premier members need to register for the program in order to receive log-in instructions.
- Register online by selecting the green “Register” button above or call FSP’s Member Services department to register: 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET.
- The first 200 paid registrants will receive a virtual swag bag including gift cards and other promotional materials.
- All paid registrants will be eligible for raffle prizes throughout the program.
- Refund Policy
Upon registration, you will receive the instructions/link via e-mail for accessing the PowerPoint presentation.
How Webinars Work
All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer’s speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone.
Make the most of your webinar experience—check out these tips.
This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.
Can’t attend the live webinar? Register anyway and you’ll automatically be sent the recording link. CE credits are only available for the live event.
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