Developing Efficient Drawdown Strategies for Distribution of Client Assets 

 

September 15, 2022

4:30-5:30 p.m. ET

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Developing Efficient Drawdown Strategies for Distribution of Client Assets

With trillions of dollars in U.S. retirement market assets, the importance of helping clients develop an effective drawdown strategy is key to helping their income last as long as they do. You will learn:

1. Developing a time horizon to support clients’ standard living in retirement
2. Potential tax scenarios for current and future situations and how those may affect the surviving spouse after first death
3. Potential estate transfer strategies to help fulfill legacy desires and provide for beneficiaries

Cost: Complimentary

 

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Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE credit hour for CIMA®, CPWA®, and RMA® certifications
Audit-proof, Premier CE
Uploaded to your certification record(s) within 2 weeks

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot in the June 30th event. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

Speaker

LaVigne_Kelly_Web_04-12-18

Kelly LaVigne

Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company

Speaker Bio

With more than 25 years in the financial services industry, LaVigne has broad experience in Social Security, Medicare, tax, and regulatory issues related to IRAs and qualified plans, as well as most areas affecting retirement income and legacy planning. He has served over 25 years in the financial services industry, focusing on helping financial professionals in acquiring and serving clients with retirement planning, estate planning, and other tax-related strategies. He leads Advanced Markets and Solutions annuity team with a focus on development and communications of key retirement-related issues. He has conducted thousands of meetings for financial professionals on retirement-related issues and strategies. LaVigne has spoke at many industry events on trends and changes in retirement planning. He has a B.A. in Communications from Central Connecticut State University. He earned his J.D. from Western New England University School of Law (Massachusetts) and is a licensed attorney in the state of Connecticut. Finally, LaVigne has been featured in USA Today, U.S. News & World Report, Kiplinger, CNBC, and Financial Advisor Magazine.

 

Thank You to Our Sponsor:

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This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America (Allianz), Allianz Life Insurance Company of New York (Allianz Life of NY), their affiliates, and their employees and representatives do not give legal or tax advice. Clients are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations.

Allianz, Allianz Life of NY, and Allianz Life Financial Services, LLC are affiliated companies. Allianz, Allianz Life of NY, and Allianz Life Financial Services, LLC are not affiliated with Investments & Wealth Institute.

Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.

Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com. In New York, products are issued by Allianz Life Insurance Company of New York, 1633 Broadway, 42nd Floor, New York, NY 10019-7585. www.allianzlife.com/new-york. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com. Only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance in the state of New York.

For investment professional use only – not for use with the public.