Monitoring And Managing Retirement Income Portfolios Professionally

Friday, November 18 at 4 p.m. EST

Managing retirement income portfolios systematically is a key element in running a successful advisory practice. While professional solutions have focused over the past two decades on accumulation, advisors and clients are now focused on drawdown solutions. What’s working?

At this webinar, you’ll learn about findings of a recent Money Management Institute study that examined retirement income solutions from Financial Engines, Northwestern Mutual, Fidelity and other industry leaders, including:

  • Key factors in improving client outcomes
  • Capturing more household assets
  • A new approach to managing retirement income portfolios professionally

Jack Sharry is Chair of the Money Management Institute’s (MMI) Retirement Solutions Committee and a partner at LifeYield, a retirement income software provider. He recently led a team of researchers who talked to over 20 firms that are building comprehensive retirement income programs. Jack has nearly 30 years experience in financial services holding senior positions in sales, marketing, product development, operations and distribution strategies for several of the world’s leading asset managers, insurance and annuity companies and broker dealers.

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays by registering at

Note: This webinar is eligible for CFP® CE credit.