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Retirement Planning in a Riskier World: A Case Study to Longevity Planning (Chapter Hosted Webinar)

September 25, 2018 @ 9:00 am - 10:00 am

Program Overview:

New risks emerge when clients transition from the workforce to retirement.  Financial buffers that existed from employer-sponsored plans are no longer accessible.  Clients must make broadly irreversible decisions that impact their income for the rest of their lives.  Risks that clients didn’t have to plan for while they earned an income are now more prevalent and immediate at retirement.  Increased longevity adds pressure to the planning process to mitigate more risks than ever before.  This webinar will present case studies that address our clients’ most complex problem – planning for longevity in a riskier world.

 

Attendees will learn:

  • The impact and proper use of guaranteed income in a portfolio.
  • How long-term care events affect the healthier spouse and his/her longevity planning.
  • How to use noncorrelated assets to stabilize income during retirement.
  • The proper use of cost-basis planning during legacy planning on income assets.

 

Featured Speaker:

Mike McGlothlin, CLU, ChFC, CFP, LUTCF is a tireless advocate for the retirement planning industry. 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. As an industry thought leader, Mike is a sought-after author and speaker. He has written articles for several industry publications, and he also publishes a blog and video series, “Winning Strategies,” which provides weekly business insight and motivation. A collection of his blog posts was published in his book, “Above the Clouds … Winning Strategies from 30,000 Feet.”  With more than 25 years of experience, Mike started his financial services career as a producer and qualified for the Million Dollar Round Table. Prior to joining marketing organizations as a distribution executive, he headed the national annuity distribution for a regional insurance marketing organization and a national brokerage general agency. Mike is a graduate of the Kelley School of Business at Indiana University, where he majored in business economics and public policy, and business analysis. He remains active with many professional associations, and is a former member of the National Board of Directors for the Society of Financial Service Professionals. In addition to his Indiana life and health insurance license, he has active Series 6, 26 and 63 registrations.

 

CE Credits:

1 CFP® credits, 1 CPE (accounting) credit, and 1 PACE/PRCE (Professional Recertification) credit have been applied for.

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.

 

Registration Fee (includes PowerPoint and Continental Breakfast)

Members: Free (included with membership); Guests: $20

$5 extra for CE

RSVP: Nancy Williamson, Esq. Board Member

Email: nlwlaw@gmail.com

Details

Date:
September 25, 2018
Time:
9:00 am - 10:00 am
Event Categories:
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Organizer

Silicon Valley FSP Chapter

Venue

Office of Jesse G. Dogillo, CFP®
102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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