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For webinar series inquiries or to learn more about Envestnet’s financial wellness ecosystem, contact Envestnet’s Wealth Solutions Desk, a dedicated team of specialists focused on helping you explore the suite of solutions available to help grow your practice.

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Creating sustainable income for your clients: The business case for retirement income planning Eligible for 1 hour of CFP® continuing education credit

Thursday, August 11th | 4:00 PM ET 

Today, clients face greater risks as they plan for retirement with the impact of rising interest rates, inflation, and fears of a recession.

With the upcoming integration into Tamarac, you will be able to access retirement protection and income solutions through our Outsourced Insurance Desk partners to help ease the transition from accumulation to decumulation for your clients.

Join us for an educational webinar (pending CFP credit) with industry thought leader Wade Pfau. During this call, we'll discuss: 

  • An overview of the current RIA Marketplace
  • The Intelligent Financial Life supported by the Envestnet Financial Wellness Ecosystem
  • Understanding the key retirement risks and impact of different retirement income strategies
  • Differentiating between the accumulation and distribution phases
  • Resources for incorporating retirement income solutions into your practice
We look forward to seeing you on the call!
Featured Speaker: 

Wade Pfau, Director, and Professor of Retirement Income, The American College

 

Platform Partners

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Panel Speakers

OID speakers (32)

Phil Rogerson, CFA

Head of RIA Channel, Envestnet

OID speakers (35)

Nicholas Dodds

Director, Wealth Solutions, Envestnet

OID speakers (33)

Wade Pfau

Director and Professor of Retirement Income, The American College

FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios discussed herein. Past performance is not indicative of future results.

The services and materials described herein are provided on an ‘as is’ and ‘as available’ basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor’s home office.

Neither Envestnet, nor Fiduciary Exchange, LLC are licensed insurance agencies and as such, do not sell or make any recommendations related to the purchase of the annuity or insurance products referred to in this presentation. Insurance products are only sold or recommended by insurance licensed financial professionals or through a third-party intermediary licensed as an insurance agency. Please refer to your insurance agreement or contact your financial professional, insurance agent or insurance company for more information.

© 2022 Envestnet, Inc. For investment professional use only.