Print Page | Contact Us | Report Abuse | Sign In | Join/Renew
Do Annuities Improve Retirement Outcomes? (Webinar)
Tell a Friend About This EventTell a Friend
Do Annuities Improve Retirement Outcomes? (Webinar)

This webinar will discuss annuities and how they really impact your clients' retirement.

2/25/2020
When: Tuesday, February 25, 2020
12:00 - 1:00 PM ET
Where: Online Webinar
United States
Presenter: Michael Finke, PhD, CFP
Contact: Member Services
800.392.6900


Online registration is closed.
« Go to Upcoming Event List  

Do Annuities Improve Retirement Outcomes?

 

Program Overview

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.


Featured Speaker:

 

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.


 

Educational Level

Intermediate

 

CE Credits

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

$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)

FSP Premier Members FSP Members Non Members
Live Event: INCLUDED* INCLUDED* $79.00
CFP® Credit: INCLUDED $5 $5
CPE Credit: INCLUDED $5 $5
PACE/PRCE 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.

Test your connectivity to GotoWebinar.

You can also join a webinar from your iPhone, iPad or Android device. To get the GoToWebinar app:

iPhone/iPad: https://itunes.apple.com/us/app/gotowebinar/id1244921300?mt=8

Android: https://play.google.com/store/apps/details?id=com.logmein.gotowebinar&hl=en

 

Make the most of your webinar experiencecheck out these tips.

 

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.

 

Partners of FSP

This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.