Every year, new obstacles and complexities affect how financial planners generate retirement income for their clients. There are no do-overs when it comes to retirement income planning. For the 10,000 Americans retiring every day in 2019, they face new risks and challenges to create a sustainable after-tax, after-inflation income for life. Tax policy, longevity risks, rising interest rates, and health care will shape income needs for decades to come. Get ahead of the curve and start new conversations with your clients that will help them gain confidence in how they can retire more securely.
Attendees will learn strategies to:
Help seniors increase cash flow in retirement through expense control
Generate more after-tax income for new retirees and near retirees
Take advantage of current tax policy to create more sustainable income later in retirement
Protect retirement wealth in a rising interest rate environment
Position your clients for affordable health care
Create income streams that protect against longevity risk
Mike McGlothlin, CLU, ChFC, CFP, LUTCF is a team leader, retirement industry activist, best-selling author and disciple of Indiana Hoosier basketball. As executive vice president of retirement products at Ash Brokerage, he heads a team providing income planning solutions focused on longevity and efficiency. He also provides guidance and assistance for advisors and broker-dealers navigating marketplace and regulatory changes. With 25 years of industry experience, Mike is a sought-after writer and speaker focused on helping advisors bring true value to their business. He became a certified Go-Giver coach and speaker so he could share the Five Laws of Stratospheric Success and show others how the philosophy could change their work and life. He's also a certified StoryBrand guide, helping advisors find results from their marketing efforts. Mike's web series, “Winning Strategies,” provides insight and motivation for financial advisors in many forms - blogs, videos, a podcast, and more. His blogs haven been turned into two books,, “Above the Clouds … Winning Strategies from 30,000 Feet” and "Winning Strategies: The New Rules for Retirement Planning." His third book, "Free Throws for Financial Professionals" was published in October 2018 and made the Amazon best-seller list. Mike is a graduate of the Kelley School of Business at Indiana University, where he majored in business economics, public policy, and business analysis. In addition to his Indiana life and health insurance license, he has active Series 6, 26 and 63 registrations. He remains active with many professional associations and currently serves on the executive committee for the Society of Financial Service Professionals.
1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE (Professional Recertification) credit are available.
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes PowerPoint and access to the archived program)
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Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar. The recording will include both the audio portion and PowerPoint slides.