Do annuities improve retirement outcomes? For years, that’s been the question. Join industry expert, Dr. Michael Finke, for a discussion on annuities and how they really impact your clients’ retirement – both emotionally and financially.
Dr. Finke will provide data-driven perspectives to help build your practice, as he addresses these questions:
- Is the 4% rule still valid today?
- What’s the most efficient way to create retirement income while protecting legacy assets?
- How can you help your clients live more and worry less in retirement?
Retirement planning strategies have changed dramatically as pensions have become less common in this defined-contribution era. Get the knowledge you need to help your clients live the life they want in retirement.
Michael Finke, PhD, CFP® is the Chief Academic Officer at The American College of Financial Services. Dr. Finke served as the editor of the Journal of Personal Finance and is a contributing editor at Investment Advisor magazine. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He was named to the 2013 and 2014 Investment Advisor IA25 list and the 2012 Investment News Power 20, and received the Montgomery Warschauer best paper award from the Journal of Financial Planning in 2013 and 2014, and the CFP Board Center for Financial Planning Best Paper Award in investments in 2017.
FSP members: Click here to access this webinar for free (member log-in required).