A recent article featured on MSN Money discussed the startling fact that as the first Baby Boomers begin to enter retirement, a great number of those 50 and older haven’t begun to save for this stage of life. As financial advisors, helping Boomers develop a strategy is of the utmost importance.
However, there are Boomers who have saved. While we have historically focused on the accumulation, protection and transfer of wealth, a new dimension of planning has evolved: the distribution and enjoyment of wealth!
On Wednesday, March 31, (1:00 p.m. EST/noon CST/10:00 a.m. PST) I will present the next MDRT Web seminar, focusing on income distribution. I will address the economic and life planning events that Boomers (and their advisors) face, as well as how to use my "EASE" process – Engage, Analyze, Solutions, Evaluate – to build a retirement distribution practice. The interactive presentation will focus on a process-driven approach to engage the client, perform analysis, propose solutions and provide ongoing evaluations.
Register today to attend the event right from your computer! Participate in the conversation during a 15-minute Q&A session moderated by 30-year MDRT member and nominee to the MDRT Executive Committee Michelle L. Hoesly, CLU, ChFC. Ask questions during the live event, or submit them in advance during registration.
Don’t miss it!
