Webcast: Practical Planning for Cash Flows & Withdrawal Strategies in Retirement

Seminar recording | Presentation materials

Your clients likely have a particular vision for their retirement years, but how do their expectations align with reality? In this webcast, a panel of CPA/PFS credential holders will discuss practical planning tips for addressing cash flows and withdrawal strategies for and in retirement, including:
  • Envisioning a purposeful retirement
  • Addressing changing life expectancies and long-term care issues
  • Simulating retirement and cash flows via analysis of income streams, expenses, spending prioritization and more
  • Withdrawal strategies and special considerations



PFP/PFS members have free access to The CPA’s Guide to Practical Retirement Planning by Jim Shambo (available for purchase by non-members), which includes information on Stand-Alone Living Benefits Products, which were discussed during the webcast.

Excerpt from the guide regarding SALB providers: This product, identified as a contingent deferred annuity, was first introduced as RetireOne by Aria Retirement Solutions (out of Louisville, Kentucky), who partnered with insurer Transamerica. Since that time, others have joined the fray. AssetMark Investment Services, Inc., partnered with Genworth’s LifeHarbor product; Envestnet has partnered with Nationwide’s Portfolio Innovator; and Capital Advisory Services has partnered with Phoenix’s Guaranteed Income Edge.

Additionally, PFP/PFS members have free access to the bronze edition of the Tax Rate Evaluator, which was mentioned by the panelists on the webcast to assist practitioners in analyzing financial decisions through the new multi-dimensional tax system. A more robust gold edition is also available for purchase, discounted for PFP/PFS members.