The Way Forward: A Roadmap for the Critical Work Ahead

We offer training, resources, and programs to power XYPN advisors through the 2020 market disruption and beyond.

CE Session: Retirement Income and Distribution Strategies with Sterling Raskie

Wednesday, September 23, 2020 at 1PM MT

This course will focus on income strategies for retirement. Topics explored will be taxation, qualified versus non-qualified distributions, pensions, Social Security, annuities, 401(k) plans, and various strategies in each. Conflicts of interest will also be discussed. This course has been approved for 1 CFP® CE credit.

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