Arriving at Your Retirement Destination: Your Road Map from Savings to Income | Lord Abbett

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Public Seminars

Arriving at Your Retirement Destination: Your Road Map from Savings to Income

Rollovers represent a huge opportunity to help you grow your client base and business. Today’s workforce is more mobile, with individuals more likely to be self-employed or changing corporate jobs with more frequency than previous generations. This seminar is designed to spark the interest of attendees and encourage them to meet with their financial advisor to discuss their financial picture and retirement goals. This client seminar provides the opportunity for well-informed advisors to grow their assets using advanced IRA rollover strategies while generating more referrals.

KEY TOPICS DISCUSSED

  • Am I on track to retire?
  • Retirement asset portability
  • Rollover case study
  • 401(k) rollover options and strategies
  • IRA rollover advantages and disadvantages
  • Roth Conversions
  • Benefits of retirement account consolidation
  • Your questions!

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