Retirement income planning is the key to your future success. Winning the confidence of "Boomer" women investors is the key to your future success. Shifting how you think about annuities is the key to your future success. Wait! Which one is the key to my future success? The answer is, they all are! And they combine in a powerful new, consumer-oriented planning construct called Constrained Investor. David Macchia will demonstrate how to maximize growth in assets and boost client satisfaction as we navigate the largest asset acquisition opportunity of our lifetimes.
Approved for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®.
The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. 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 firstname.lastname@example.org for the IWI® webinar ID to self-report your attendance.