Making It Last: Advanced Retirement Income Strategies for Everyday Investors

Wednesday, September 29, 2021

2:00 PM EDT | 11:00 AM PDT

60 minutes

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Investors spend a lifetime building a retirement nest egg. But once they retire—will it last?

Making It Last – Advanced Retirement Income Strategies for Everyday Investors offers key insights for developing a sustainable retirement income strategy for clients.

Making It Last covers the following topics:

  • Social Security Choices helps investors understand the importance of making an informed claiming decision as part of an overall retirement income strategy
  • Tax-Smart Withdrawals shows retirees how a smart withdrawal strategy may allow them to keep more of what they’ve saved
  • Building Retirement Income Strategies examines two different approaches to mitigate risk and help retirees convert lifetime savings into sustainable income
  • Installing Guardrails for Volatile Markets reveals how distribution guardrails may help offset market volatility and keep a retirement income strategy on track

Pending approval for 1 hour CE: CFA®, CPWA®, CIMA®, CIMC®,  and RMA®. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.



Dan Bone, CIMA Headshot

Dan Bone, CIMA
Vice President and Senior Advisor Consultant
Franklin Templeton

Dan has over 35 years of experience in the retirment and financial planning industry. He has spent his entire career in the state known as a haven for retirees--Florida. Dan holds the CIMA designation.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.