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Managing Sequence of Returns Risk with Home Equity, CA CPA Credits
July 2, 2020 @ 2:00 pm - 3:00 pm
Free Webinar: An impactful study published in the Journal of Financial Planning has led to a new sequence of returns withdrawal strategy that will help preserve and grow your client’s retirement assets…even if they are taking systematic income distributions.
Offering 1 CE Credit for CPA’s only
Duration: 1 hour
Trainer: Phil Walker, FAR – Retirement Strategies
To register for the class please click here.
Remember the class will be held at 2 pm, EST (11 am, PST)
HOW to Join the Webinar
- REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
- JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
- AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
- TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
- ACCESS CODE: Then put in the access code followed by #.
- AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #
You’re now in the class! We’re looking forward to it!