1-1-2 - What are the retirement decisions facing most clients?

7-5-3 - Case study: Joe and Jane

2-1-1 - Evaluate the client’s current situation

1-2-1 - What are some of the basic costs of retirement?_clip

1-1-1 - Key Competencies for Retirement Income Planning

1-2-2 - What is the retirement readiness of Americans?

1-2-1 - How much needs to be saved for health care costs in retirement?

1-2-3 - What does the EBRI Retirement Confidence Survey tell us about retirement confidence of today’s workers?

5-1-2 - Deep Risk and Shallow Risk

7-4-1 - How can the planner monitor sustainability of retirement income for her client?

3-2-1 - Working During Retirement

6-4-1 - Why choose the flooring approach to retirement income planning

6-4-1 - What is the theoretical support for the flooring approach to retirement income planning?

3-6-1 - What investment strategies can improve portfolio performance without adding risk?

7-2-2 - What type of equity investments should be used in a decumulation portfolio?

7-2-4 - What are the products used when the flooring approach is followed?

7-2-1 - What investment strategies should be used for the systematic withdrawal approach?

7-2-2 - What investment products should be used for the systematic withdrawal approach?

7-3-1 - Monitoring the retirement income plan

7-5-2 - Case study: Lisa