If you're looking for another retirement planning presentation that covers the status quo concepts...this is not it!  This presentation challenges some of the popular ideas and sheds new light on this critically important topic---in a way that will compel your audience to take action.

The presentation begins with some striking examples to explain why managing money during retirement is so much more difficult than managing money before retirement.  It then describes the common strategies and their shortcomings.  The Defined Withdrawals strategy is explained in detail along with the critically important topic of Navigating.

Most financial planners advocate one form or another of a Systematic Withdrawals strategy.  But as the seminar examples demonstrate, this is a highly unpredictable approach.  You can differentiate yourself from the crowd, while providing better peace-of-mind to your clients, using the more deliberate Defined Withdrawals strategy.

This turnkey product is immediately ready for you to begin using with clients, but we realize that you may want to customize it and make it your own.  We've left space at the top and bottom of each slide so that you can add your company's name, logo, slogans, etc.  The presentation includes over 170 slides, a suggested script, and an audio track.  Of course you can use only the slides that you want and condense the presentation to focus on various topics.

Software

The calculations needed to optimize a Defined Withdrawals plan are complex, and the Retirement Income Navigator™ software is the complementary tool for this job.  It calculates the optimal allocation of capital such that stocks can be held for the desired holding periods while income is provided from fixed-rate investments. 

Key features of the Version 2.0 product include:

	The ability to simultaneously optimize the allocation and the level of income, or to simultaneously optimize the allocation and the beginning capital.
	New schedules to more easily account for non-investment sources of income and custom income needs.
	Enhanced scenario output and reports.
	The ability to customize the investment categories.
	The ability to reallocate capital during the scenario.
	Features to quickly determine how much capital is needed for a given level of income, or how much income can be provided by a given allocation.