This one-hour roundtable event will bring together financial advisors, CPAs, and other local professionals to share experiences on how to tap into retirement accounts and build a sustainable asset withdrawal strategy for retirement. 

After completing the Roundtable, you will know:

• The ultimate purpose of retirement income planning
• The 4 biggest risks clients face in retirement
• 4 approaches for designing a retirement income plan
• Transition planning: When to take distributions & liquidate assets
• How to customize income solutions for each client

COI Roundtable Policies
Cancellation policy: This workshop is free. Please contact the presenter to cancel.
To make a complaint, or for more information about program cancellation policies, please call Horsesmouth Member Support at (888) 336-6884.

Horsesmouth, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www. learningmarket.org.

Pre-registration Required
Registration for this workshop is available on this page or 512-628-2300.
Workshop attendees earn up to one hour of CPE credit in Finance.

Additional Information:

Prerequisites: None
Who Should Attend?

• CPAs
• Attorneys
• Other allied professionals

Advanced Preparation: None necessary, although a basic understanding of retirement accounts is helpful.
Program level: Basic
Delivery method: Group-Live | In-Person Only

Seating is limited. Please call (512-628-2300) to reserve your space.