NAPFA Webinar - Retirement Drawdown: Efficient Use and Distribution of Your Clients’ Assets

When:  Jul 8, 2021 from 11:00 AM to 12:00 PM (ET)
3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Aimee Johnson, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America
1 NAPFA CE in E – Retirement Planning
Member: Free; Non-Member: $39

Description:
With the majority of the U.S. retirement assets now held in individual retirement arrangements (IRAs) and defined contribution plans, clients need to develop a tax-aware drawdown strategy. The right strategy can impact how long assets will last in retirement as well as the amount left to the survivor and next generation.

Learning Objectives:


This webinar is sponsored by Allianz.

Speaker Bio:
Aimee Johnson is the Vice President of Advanced Markets and Solutions at Allianz Life. Aimee is responsible for speaking with clients and financial professionals about ways to effectively accumulate, protect and distribute wealth. Aimee has 21 years of industry experience as a speaker at national and regional events throughout the country.