Masterclasses - Income Lab

Big Problems with Probability of Success in Retirement Planning

Video: Big Problems with Probability of Success in Retirement Planning Video Transcript when you retire the main question is how 0:02 much can I 0:03 spend financial advisers often approach 0:06 this question by analyzing a wide range 0:09 of ways life could go investment returns 0:12 could be good or bad inflation could be 0:15 high or low or any...

Masterclass Recordings and Takeaways

Use the links below to access the recordings and takeaways from our Masterclass sessions. Masterclass 1.0 - Access Recordings and Takeaways View in New Tab Masterclass 2.0 - Access Recordings and Takeaways View in New Tab 👉 Click the link below to go to our Education page, where you can find resources and takeaways from Masterclass 3.0 and mor...

Masterclass 2.0 - Class 4: Advisor and Practice Management Efficiency Workshop

This 4-part Masterclass is led by Ryan Townsley, of Town Capital. In our fourth and final masterclass, Ryan will dive into his process and share strategies to enhance efficiency. You’ll get exclusive insights into his best practices. Here’s what you’ll learn: Streamline Your Processes: Discover techniques like implementing a structured service calen...

Masterclass 2.0 - Class 3: Best Practices in Presenting Retirement Income Plans

This 4-part Masterclass is led by Ryan Townsley, of Town Capital. Ryan will share insights he has learned over the years and ways he has differentiated himself from the competition. In our third masterclass, Ryan guides us through how to effectively present and differentiate retirement income planning from traditional financial planning. Learn how t...

Masterclass 2.0 - Class 2: Next Level Tax Planning to Differentiate Your Firm

This 4-part Masterclass is led by Ryan Townsley, of Town Capital. Ryan will share insights he has learned over the years and ways he has differentiated himself from the competition. In our second masterclass, Ryan will review the top 10 things you should know about taxes to help answer 90% of your client's questions. Learn how to enhance your firm's...

Masterclass 2.0 - Class 1: A Tale of Two Bear Markets

This 4-part Masterclass is led by Ryan Townsley, of Town Capital. Ryan will share insights he has learned over the years and ways he has differentiated himself from the competition. In our first masterclass, he will explore the role of behavioral finance in retirement planning and its influence on client decisions. He will discuss the effectiveness ...

Masterclass 1.0 - Class 1: Retirement Income Planning and Client Psychology

The 6-part Masterclass is led by award-winning advisor, Jason Juhl, of Carson Wealth and Income Lab CIO Justin Fitzpatrick. Jason and Justin will bring together theory and practice to help advisors enhance their practice management and deliver exceptional retirement income planning and management to clients. Jason will also share insights into how h...

Masterclass 1.0 - Class 2: Retirement GPS Part 1 – Building and Presenting Plans

Masterclass 1.0 - Class 3: Retirement GPS Part 2 – Monitoring and Managing Plans

Masterclass 1.0 - Class 4: Tax-Smart Distribution Planning Part 1

Masterclass 1.0 - Class 5: Tax-Smart Distribution Planning Part 2

Masterclass 1.0 - Class 6: Case Studies in Retirement Income Planning and Management

Navigating Mortality Risk in Retirement Planning

When analyzing retirement income scenarios, understanding mortality risk is crucial for comprehensive financial planning. Mortality risk represents the potential financial impact when one spouse dies, potentially leaving the surviving partner with reduced income. Understanding Mortality Risk in Retirement Planning Several key income sources can cont...

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