ON-DEMAND WEBINAR

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

Presenters

Schyler Adams, CFP®

Director, Advanced Strategies & Planning Platforms

Allianz

Chris Mauriello

Financial Planning Practice Management Consultant

eMoney