FPA CT- Fairfield County & FPA Greater New Haven Chapters
The Retirement Resource Guide for Advisors
This self-study course with on-site review and exam offers 17 CT Insurance Credits/15 NY Insurance Credits 5 CFP Credits + 5 IMCA Credits
This course, presented by Adam Shanahan, Regional Vice President, Columbia Threadneedle Investments, provides a comprehensive overview of essential IRA and qualified retirement plan information. Key topics covered include fiduciary considerations, the retirement market, defined benefit (DB) pension plans, defined contribution (DC) plans, distributions from IRAs, DC and DB plans, individual retirement accounts or annuities (IRAs), retirement income and required minimum distributions (RMDs), beneficiaries and rollovers.
* Understand the various standards of investor care that exist in the retirement savings industry * Understand the changing retirement landscape in the US * Identify the various types of retirement plans * Recognize the various features associated with different types of retirement plans * Pinpoint when distributions are allowed and/or required from retirement plans * Understand the key considerations of completing a rollover * Identify options for beneficiaries of retirement assets * Summarize the tax treatment of retirement plan assets
Level of Complexity: Intermediate
Click on "more event details" link for complete program and registration details.