• Tapping into Retirement Accounts to Build an Income Stream

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    Name: Tapping into Retirement Accounts to Build an Income Stream
    Date: November 7, 2017
    Time: 12:00 PM - 1:15 PM EST
    Event Description:
    How and when wealthy clients draw down their various retirement funds is a critical planning topic with numerous tax and investment implications.bigstock-Basket-Egg-Investment-Portfoli-56443334
    This one-hour roundtable event will feature financial advisors, CPAs, & bankers for a "working lunch" to share expertise on how to tap into retirement accounts and build a sustainable asset withdrawal strategy for retirement.
     
    After completing the Roundtable, you will know:
    • The ultimate purpose of retirement income planning
    • The 4 biggest risks clients face in retirement
    • 4 approaches for designing a retirement income plan
    • Transition planning: When to take distributions & liquidate assets
    • How to customize income solutions for each client
    Location:
    Wake Med Apex Health Plex, 120 HealthPlex way…2nd Floor Conference Room, Apex, NC 27502
     
    Date/Time Information:
    Wednesday 11/01 &  Tuesday 11/07 from 12pm 1:15pm
    Contact Information:
    Fees/Admission:


    Free Event
    Pre-registration Required

    Registration for this workshop is available at [Roundtable].
     
    Workshop attendees earn up to one hour of CPE credit in Finance.

    Additional Information:

     
    Prerequisites: None

    Who Should Attend?

    CPAs
    Advanced Preparation: None necessary, although a basic understanding of retirement accounts is helpful.
    Program level: Basic
    Delivery method: Group-Live
     
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