Thursday, May 17th
About this Webinar:
Transitioning clients from accumulation to de-cumulation requires a completely different mindset. Traditional retirement income strategies are not meeting the needs of today’s retirees and the regulatory environment continues to complicate our financial planning practices.
In this Master Class, you will learn:
A sought-after speaker in the retirement income planning industry, Phil Lubinski, CFP®, has spent his entire career working with clients in retirement. Not only a successful personal producer, Phil also built a very large OSJ in Denver that specializes in retirement income planning.
He is a Co-Founder of WealthConductor, LLC.
A featured contributor to Kiplinger Magazine, InvestmentNews and the Retirement Income Journal, Phil brings a wealth of experience to advisors who want to position themselves as retirement income specialists.
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