Advanced Retirement Distribution Strategies

When
Thursday, January 23, 2020
8:00 AM - 10:30 AM
Location
NAIFA RI, 2400 Post Road, Warwick, RI
Registered
22 registrants

Registration

Member
Non-Member – $25.00

Registration is closed

Join us on January 23 for Advanced Retirement Distribution Strategies.

Registrations begins at 8:00 AM.

The course will cover:

History of retirement distribution
A deeper look at distribution planning
Coordination with income strategies and life insurance planning
Case Study Utilization: a combination approach to address collision points in retirement distribution planning
Q and A

Course will be taught by

Anthony Bartlett, ChFC, CASL, AEP, RICP
President at Bartlett Wealth Management

Anthony is Financial Advisor with 26+ years working with individuals and business owners helping them plan their financial futures. His specialties include: Investment strategies, income for life planning, estate and elder care, retirement planning, seminars on financial topics.

Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977

Email: hello@naifari.org

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