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The Next Now®: Setting Your Clients Up for Retirement Success
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The Next Now®: Setting Your Clients Up for Retirement Success

This webinar will discuss preparing your clients for a successful transition to retirement.

When: Tuesday, October 1, 2019
12:00 - 1:00 PM ET
Where: Online Webinar
United States
Presenter: Jim Lake, CAS, RICP
Contact: Member Services

Online registration is closed.
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The Next Now®: Setting Your Clients Up for Retirement Success


Program Overview

Clients are challenged with a number of financial realities as they approach retirement, and preparation to transition to their Next Now (Retirement) is critical to their success.  Even though consumers are defining retirement differently than their parents did, it’s important they have a plan and solutions to address their specific needs, which requires a full 360-degree approach to assisting them along this journey.  Being equipped with approaches that work and conversation starters to employ is key as you help your clients prepare for retirement.


Attendees will learn:

  • The value of and the need for consumers to create their own pension

  • Protection strategies - knowing how to apply clients’ guaranteed and nonguaranteed income sources

  • Life insurance as an asset class

  • 360 Client conversation starter tips – Get to the heart of what matters to them


Featured Speaker:


James Lake, CAS, RICP is Vice President and Head of Sales of Life, DI, & Retirement at The Guardian Life Insurance Company of America. He focuses on expanding the availability of these products, as well as helping financial representatives and customers consider concepts and strategies to activate a financial confidence plan. He also holds the Certified Annuities Specialist (CAS) and Retirement Income Certified Professional (RICP) financial designations. Jim is a registered representative of Park Avenue Securities (PAS). PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.


Educational Level



CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit have been approved.

$5.00 fee per credit (fee waived for FSP Premier members).

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)

FSP Premier Members FSP Members Non Members
Live Event: INCLUDED* INCLUDED* $159.00
CFP® Credit: INCLUDED $5 $5
CPE Credit: INCLUDED $5 $5

* FSP Members still need to register as usual.

Not an FSP Member? Join now and get ALL webinars for free.


Registration Options

  • Register online by selecting the "Register" button above.
  • Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
  • Refund Policy


Program Material

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.


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.

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Program Archive

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. 

Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.

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.


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