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Friday, August 3 • 12:00pm - 1:15pm
Lunch & Learn with Sponsors - Myths and Misunderstandings: The role of guaranteed income in retirement income planning

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Grab your lunch and head to one of two concurrent sessions hosted by Sponsors.

This session by TIAA is titled "Myths and Misunderstandings: The role of guaranteed income in retirement income planning".

As hourly-based, fee only financial planners, Garrett Planning members are uniquely positioned to maximize the value of guaranteed income products to address their clients’ most pressing concerns including market risk, longevity, rising medical costs, and underfunded retirements – as well as legacy planning.

The session will include the following:

  • An update on the current regulatory environment for guaranteed income products in retirement plans and what that means for fiduciary advisors and their clients in the planning process.
  • Insights from a recent survey completed by TIAA and an independent third party that looked at advisor perceptions, understanding, and use of guaranteed income products.
  • Planning ideas and strategies for the use of guaranteed income products in the retirement income planning process.

To bring these concepts to life, TIAA will close out the session by reviewing several real life examples to highlight the importance of considering these options when available to a client.

avatar for Robert Rickey

Robert Rickey

Sr. Director, TIAA
Robert Rickey, CFP®, AIF® has over 25 years of financial services experience and has spent the last 20 years in various roles in the retirement plan business at TIAA. He earned a B.A in Economics from Long Island University and an M.B.A in Banking and Finance from Hofstra University’s... Read More →

Friday August 3, 2018 12:00pm - 1:15pm
Interlocken B
  • CE Hours Available: 1.5 NAPFA, 1.5 Specialized Knowledge CPE, 1.5 CFP® Certification

Attendees (30)