Pass Down Wisdom with Wealth Date: Wednesday, September 7, noon – 1 pm ET Register An Allianz survey asked Baby Boomers to rank priorities when granting an inheritance. By a factor of 8-1 they prefer passing down family history, stories and life lessons above financial assets. In this webinar you will learn how to fill this high demand need and, by doing so, generate … {…}
Webinar: Confident Spending: Retirees and Pre-Retirees’ Views on Systematically Withdrawing Assets for Retirement Income
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Date/Time
Date(s) – 07/13/16
12:00 pm – 1:00 pm
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77% of retirees and pre-retirees are at risk of spending their retirement savings too quickly, according to a recent study by New York Life, the industry-leading provider of guaranteed income. How can you better serve individuals who don’t have a clear view of how to safely spend their retirement savings? Do individuals actually use a systematic withdrawal plan for income in retirement or are they looking for alternatives to confidently spend in retirement? This session will provide new findings from New York Life’s study, recently featured in Forbes, CNBC, CBS News, and USA Today, and will cover the study’s unique implications on retirement income planning.
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