Cost: Complimentary

Date: Thursday, October 19, 2023

Time: 1 pm ET | 10 am PT

Editorial Webcast Sponsored by:

Spending in retirement can be a challenge with many questions for retirees. This “decumulation challenge” represents one of the biggest opportunities for financial professionals who want to deliver exceptional value to their clients, but it is also one of the most demanding areas to tackle – from both an analytical and behavioral perspective. With the right set of planning tools and practical knowledge, a skilled financial advisor can help their client craft an income plan that allows them to achieve their lifestyle goals while also having peace of mind about what the future may bring.

Join this complimentary webcast to learn key information about the decumulation phase of the retirement savings journey and how you can best help clients plan for this stage of their lives. You’ll discover:

  • Retirement income trends and best practices, as the Baby Boomer generation navigates retirement

  • How to best communicate with clients about retirement spending with key income-planning concepts and key factors that affect decumulation

  • Findings from retirement spending research, which is being used to power income-planning tools across the advisor industry

  • And more!

Speakers:

John Manganaro | Senior Reporter | ThinkAdvisor

John Manganaro focuses his coverage on all things retirement, with a special emphasis on the perspective of financial planning professionals and wealth managers. John’s work helps to illuminate the important role of financial advisor professionals and to demonstrate the critical importance of the U.S. retirement savings system. His coverage of the retirement industry has earned multiple Jesse H. Neal Awards finalist designations.
Elizabeth Cady, CFA, CFP | Vice President | EP Wealth Advisors

Elizabeth Cady more than 25 years of financial service experience. Before joining EP Wealth Advisors, Liz spent two years with UBS Financial Services and seven years at the JP Morgan Private Bank in Denver. In 2009 she was recognized in Barron’s as a Colorado Top Financial Advisor. Prior to moving to Denver in 2006, Liz worked as a Portfolio Manager at State Street Global Advisors in Boston. She began her investment career at Loomis Sayles after graduating from college.
Mike Kurz | Director of Educational Programs | Investments & Wealth Institute

Mike Kurz, CFP®, CPWA®, CIMA®, RMA®, CAIA, has spent 20 years in the world of Wealth Management in counseling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning. Mike parlayed his expertise into designing executive educational programs for the most elite advisors in the industry. As Director of Programs for the Investments & Wealth Institute, Mike works with Top 10 business schools and Ivy League institutions to design world-class certification programs with actionable and repeatable strategies for success. Rooted in Ivy league-quality framework, Mike helps advisors gain advanced-level, practical strategies and techniques to drive stronger outcomes for their clients.
Tamiko Toland | Founder | Toland Consulting LLC

Tamiko is the founder of Toland Consulting LLC, a recently launched consulting practice dedicated to the vision of expanding the use of annuities within retirement plans and in the retail advice setting.

Toland boasts extensive experience in the annuity and advisory industry, most recently serving as a managing director of lifetime income strategy and market intelligence at TIAA. Prior to that, Toland was a director of retirement markets at CANNEX, and she previously spent more than 10 years in editorial research and operations at Strategic Insight.

Can’t attend? Register for the live and receive a link to the on-demand recording after the webcast.

Learn more about the RMA® program.