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RISKALYZE + INCOME LAB WEBINAR: EVALUATING AND COMMUNICATING RETIREMENT INCOME RISK WITH ADJUSTMENT-BASED PLANNING

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WEBINAR - NOVEMBER 16TH, 2021 @ 1:00PM PST

Ensuring that clients understand retirement income risk is central to building client confidence in retirement income plans. Dynamic income planning - where the plan itself contains plans for adjustment - can improve client outcomes, experience, and communication.

Join Riskalyze and our new integration partner, Income Lab, for an exploration of how to build, monitor, and communicate dynamic income plans and improve client experiences.

Learning Objectives:

  • Understand how the structure and flexibility inherent in retirement income helps advisors manage risk.
  • Learn how to communicate dynamic plans and income risk in ways that build understanding and confidence
  • Leverage integrations to build and monitor dynamic plans

Date:
Tuesday, November 16, 2021
Time:
1:00PM PST/ 4:00PM EST

register now

Meet The Speakers 

"Riskalyze is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying using Riskalyze."
- ALLISON, ADVISOR IN CALIFORNIA
"For all you advisors thinking of using Riskalyze, DON'T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!"
- YO, ADVISOR IN CALIFORNIA
"Setting clear expectations with our clients is one of the most important things we do. Riskalyze makes that easy!"
- DAVID, ADVISOR IN CALIFORNIA