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Addressing the Risk with Increasing Income
Course Information
Content Level: Intermediate
NAPFA Subject Area: E-Retirement Planning
Course Description

This webinar is sponsored by Allianz Life Insurance Company of North America.

This presentation will not be recorded and must be attended live.

Moving into or through retirement, your clients may face several potential risks and challenges. This webinar will discuss how the risk of inflation, if not addressed, can chip away at a client’s retirement savings. If your client’s retirement income strategy doesn’t include a way to help address the increasing cost of living, they may risk falling short of their financial goals in retirement. This webinar will review increasing income opportunities to help offset some of the negative impacts of inflation.

Learning Objectives
  1. Ensure clients are prepared to address the long-term effects of inflation risk
  2. Help clients understand that many costs such as health care are increasing faster than the average inflation rate
  3. Review products such as annuities with increasing income opportunities
Kelly LaVigne

With more than 25 years in the financial services industry, Kelly LaVigne has broad experience in Social Security, Medicare, tax, and regulatory issues related to IRAs and qualified plans, as well as most areas affecting retirement income and legacy planning.
Availability: No future session
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
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