Retirement Planning for Tax Efficiency

This course is approved for 1 Hr KS/MO CE, CFP & CLU/CHFC CE Credit.

This session focuses on the importance of planning for retirement spending.

Craig will be discussing the key challenge for top-earners - wealth protection in their retirement years.  He will include how asset selection in the accumulation phase can affect these clients during the retirement distribution phase. 

"It’s not how much someone has at retirement that matters
…it’s how much they can get out."

This course will be presented by:
Craig Dailey
Sales Vice President
Lincoln Financial Distributors