Webinars With Industry Experts

New, Improved Methods For Optimizing Retirement Income

Optimizing retirement income strategies for clients requires new methods and new tools. Advisors must be able to see the impact of deferring Social Security, reordering withdrawals from taxable and tax-deferred accounts, and adding annuities and bond ladders to portfolios.

 
In this session, you will learn about how you can optimize for the strategy that maximizes a client’s after-tax income and legacy with the least risk as well as when and why specific products and strategies can improve a risk-reward profile. This session also covers:

How multi-period forecasts can model income portfolios and streams for different times of life

A better way to present Monte Carlo risk analysis reports

How broadening the mix of income products can generate more retirement income with less risk

 
Speaker Manish Malhotra, President & CEO of Income Discovery is a software engineer and MBA. Before founding Income Discovery in 2010, Malhotra was senior vice president at Citigroup Global Wealth Management (Smith Barney and Private Bank), leading the IT strategy and architecture.
 
Note: This webinar is eligible for IMCA® CE credit for CIMA®, CIMC®, and CPWA® certifications.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

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See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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