Continuing Education Courses for Financial Professionals:
Advanced Retirement Income Planning
How
Bullet-proof is your Retirement Income Plan?
Advanced
Retirement Income Planning, written by award-winning author Jim C.
Otar, explores the probability of a retirement income forecast going awry
by applying over 100 years of market history to stress test the plan. You will
learn how "aftcasting" can highlight vulnerabilities in your client's
retirement income plan, and help you make recommendations to provide a more
secure retirement income. This course provides 8 CE credits in FPSC's Financial
Planning category.
(Note: I retired in 2018 from the financial advisory business. Any designations or professional titles cited in any of my publications are only valid on the date of the publication and do not reflect my current status with respect to these designations and professional titles.)