Sequence of Returns Risk Tools and Concepts

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Navigate the critical issue of Sequence of Returns Risk and its potential impact on your clients’ retirement plans with this informative course tailored for Financial Advisors and Planners. You’ll gain a solid understanding of this often-overlooked risk and learn effective tools to educate your clients on how to safeguard their investments against market volatility. Equip yourself with the knowledge to help your clients make informed decisions and enhance their financial security in retirement. Don’t let your clients face retirement unprepared—join us and elevate your advisory skills today!

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Course Content

The Bucket Plan Whiteboard
The Money Cycle Whiteboard
The Money Cycle Script and Visual
Sequence of Returns Risk Chart – High Level Overview
Sequence of Returns Risk Chart – Deep Dive
Behavioral Investing
New Math