INTRODUCTION
Decumulation, the process of withdrawing and managing assets during retirement, is a critical phase of financial planning. This Decumulation Strategies training course provides a comprehensive understanding of the various methods and techniques for generating sustainable income in retirement, covering topics like withdrawal rates, portfolio management, risk management, tax implications, and the use of annuities and other income-generating products. Participants will learn how to create a personalized decumulation plan that aligns with their retirement goals, risk tolerance, and longevity expectations. This essential financial planning training is perfect for financial advisors, retirement planners, and individuals seeking to understand and implement effective decumulation strategies. This course covers key areas like withdrawal rate strategies, portfolio management in retirement, longevity risk management, and tax-efficient decumulation, empowering you to create a secure and sustainable retirement income plan.
DURATION
5 days
TARGET AUDIENCE
This course is designed for a broad audience, including:
COURSE OBJECTIVES
Upon completion of this course, participants will be able to:
COURSE MODULES
CERTIFICATION
TRAINING VENUE
AIRPORT PICK UP AND ACCOMMODATION
TERMS OF PAYMENT
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