The crossover planning skills that help clients thrive after divorce will be highlighted through two case studies, Divorce Under 50 and Grey Divorce. Even if you never handle a divorce division, learn how Income Conductor can show choices if money is moving before a traditional retirement.
Take-aways:
- How IncomeConductor can model unexpected distributions
- Investment planning for the big 3 Ds
- Addressing longevity in the context of income disruptions, which occur more frequently than you think