Communicating Retirement Concepts in a Changed Consumer Environment

Monday, April 12, 2021

In this webcast, Steve Parrish, Co-Director of The American College Center for Retirement Income, Dana Anspach, CEO of Sensible Money, LLC, and Sri Reddy, Senior Vice President of Retirement and Income Solutions at Principal Financial Group, discuss how to talk with clients about significant changes that have affected retirement opportunities and how current planning approaches may need to be altered, as well as what advisors can do best summarize and present new strategies to them.

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Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

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