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MMI Webinar: Retirement Income Distribution: Unpacking the Current Environment

February 29, 2024

Register

Complimentary admission

MMI Members Only

Press Excluded

Investments & Wealth Institute has accepted the 2024 MMI Webinar: Retirement Income Distribution: Unpacking the Current Environment for 1 hour of CE credit toward CIMA®, CPWA®, CIMC®, and RMA® certifications.

Overview

Sponsored by the MMI Technology & Digital Advice Community

Join us on February 29 to discover why retirement income is important. We'll kick off the session with an insightful overview of the retirement income landscape. Following this introduction, our panel of experts will tackle some of the most pressing questions:

  • What makes Retirement Income particularly challenging?
  • How do we bridge the gap between planning and execution of a retirement strategy?
  • Scalability: How can we ensure personalized, tax-efficient cash flows for retirees?
  • How do you monitor safety for and adherence to each retiree’s plan?
  • What has been the advisor reaction to emerging technologies in the retirement space?

Featured Speakers

Manish Malhotra

Founder, CEO, Income Discovery

Bill Griesser

Principal, Retirement Products, Edward Jones

Anton Honikman

CEO, MyVest

David Rivero

Decumulation Advice Lead, TIAA

Contact