Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.

John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method as well as viable options for leading a prosperous lifestyle with some guarantees.

*Disclaimer: This program is not intended or relied on to serve as legal, tax, and/or financial advice. For educational purposes only.

The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs,and Speakers Bureaus.