MMI Webinar: Retirement Income Distribution: Unpacking the Current Environment
February 29 , 2024
Complimentary admission
MMI Members Only
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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
Replay is no longer available.
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
