$0 – $20

Enhancing Your Clients’ Retirement Plans – Trends, Tools, and Pitfalls

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Phoenix Theatre

100 East McDowell Road

Phoenix, AZ 85004

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Join us for this interactive and in-depth panel discussion on one of the most consequential elements of planning for our clients -- Enhancing Your Clients' Retirement Incomes.

  • Tools & Techniques to maximize income

  • Sequence of Returns and the impact on retirement

  • Qualified Plan distribution rules and strategies

  • Social Security planning strategies

  • Beneficiary designations & Qualified Trusts

  • Protecting the assets from healthcare devastations

Lunch is included. No cost for members, and Non-members are always welcome. $20

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Date and Time

Location

Phoenix Theatre

100 East McDowell Road

Phoenix, AZ 85004

View Map

Refund Policy

No Refunds

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