Do Annuities Improve Retirement Outcomes?
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.
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.
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)
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* FSP Members still need to register as usual.
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- Register online by selecting the "Register" button above.
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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.
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.