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As people transition through their working years into retirement, identifying key planning ages along the way can be difficult for even the most well-intentioned planners.
Missing opportunities to save more or to leverage little-known strategies can make the difference in setting the stage for a purposeful retirement, rather than a reactive one.
The risks many retirees face is many – from longer life expectancies, dwindling pensions and rising healthcare costs, to concerns over Social Security trust funds continued insolvency on the horizon. You can help your clients identify potential roadblocks and leverage opportunities along the path to an empowered retirement where they sit squarely in the driver’s seat equipped to take charge of their road to retirement.
In "Navigating the Critical Ages of Retirement Income Planning" by Heather Schreiber, you will:
- Understand why age 50 isn’t just for catching up;
- Learn about one of the most overlooked early withdrawal strategies financial professionals miss;
- Uncover a whole new way to define your home as part of your portfolio of wealth;
- Discover why age 63 is so important for many Medicare enrollees worried about tax diversification;
- Learn why 70½ is the age of the QCD Pivot;
- Engage your clients ages 50+ in new and meaningful ways.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Heather Schreiber, IRMAACP™, RICP®, NSSA®, Founder and President, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals.
Meet Heather Schreiber, IRMAACP™, RICP®, NSSA®, Social Security Expert
Retirement planning experience
With over 30 years in the financial services industry, Heather has dedicated her career to providing advance planning support and education to financial and tax professionals. Her passion for consumer advocacy and a deep understanding of the critical role advisors play in improving financial literacy and retirement readiness have been the driving forces behind her success. Heather excels at simplifying complex financial strategies, helping advisors seamlessly integrate them into their income planning solutions.
Retirement planning thought leadership and expertise
Heather is a sought-after keynote speaker on Social Security and tax-efficient retirement income strategies, known for blending deep expertise with a touch of humor. Founder of HLS Retirement Consulting in Woodstock, GA, Heather and her team focus on advanced case design so their advisor clients can focus on delivering exceptional, personalized service to theirs.
She is an established author on Social Security and other retirement income-related topics. She has been quoted in AARP, the Wall Street Journal, USA Today, Think Advisor, The Street, Investor’s Business Daily, Ed Slott’s IRA Advisor, and other financial publications.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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