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Tuesday, Dec. 4 – Retirement Income Trends That Set the Course for 2019 (Online Webinar)
December 4, 2018 @ 9:00 am - 10:00 am
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.