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Your Client Will Run Out of Money Without a Proper Distribution Plan – For Attorneys
$25.00John and Greg will discuss what Attorney’s need to be aware of when advising clients that are near retirement or retirees who have transitioned from an accumulation phase in their life to a distribution phase. They will discuss how clients can continue living a prosperous lifestyle with some guarantees by using time segmented distribution planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP
Click play to watch a short video about ‘Your Client Will Run Out of Money Without a Proper Distribution Plan’
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Your Client Will Run Out of Money Without Proper Distribution Planning – for ICAs
$25.00John 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.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’
