Lifelong Retirement Income: The Zone Strategy

There’s more than one way to build an income stream. Respected planner and market theoretician Jim Otar analyzes several scenarios that can result in clients outliving their money – and then gives detailed advice about how advisors can avoid those unwanted outcomes. This course includes updated retirement assumptions and expanded content.

Accreditation Details 
IIROC: Professional Development 1.50 credits
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