Efficiently Diversifying Your Drawdown
Strategies in eMoney® (1 CFP® CE Credit*)
Retirement planning is more than simply how much income is available. It is important for investment professionals to understand various drawdown strategies and take steps to put their clients in a position for a successful retirement by potentially enhancing their income.
Hear from Schyler Adams, CFP®, Director, Advanced Strategies & Planning Platforms at Allianz, and Chris Mauriello, Financial Planning Practice Management Consultant at eMoney for a demonstration that focuses on the importance of efficient and diversified asset drawdown strategies in retirement.
In this session, you'll learn how to:
- Analyze the tradeoff of paying taxes now versus later
- Solve for when a Roth conversion may make sense and along with your client's tax professional, help implement tax diversified income strategies within their financial plans
- Evaluate the importance of income sources that potentially hedge against the effects of inflation
*CFP Credits not applicable for viewing recorded webinar