When it comes to retirement planning, financial expertise alone isn’t enough. Today’s clients are looking for more than just numbers. They want guidance that speaks to their goals, fears, and vision for the future. Building trust and addressing the emotional side of retirement decisions can be just as important as crafting tax-efficient strategies.

Join us on Tuesday, June 24, 2025, from 12:00 to 1:00 pm Eastern for a webinar featuring Curtis Cloke, award-winning financial professional and retirement income expert who brings more than 29 years of experience in income distribution planning. This session will equip financial professionals with a more consultative approach to income planning while also covering advanced strategies to help clients make informed, timely decisions.

Curtis will share how to elevate client conversations beyond technical planning, create urgency that drives action, and use hybrid income strategies to deliver more value. Attendees will also gain insight into important tax considerations, including Roth conversions and IRMAA, and how to plan effectively for longevity using lifetime income tools like QLACs.

This webinar will explore:

• How to differentiate your retirement planning expertise

• Why retirement advice must go beyond money

• Hybrid income-growth strategies that deliver results

• The impact of taxes and IRMAA on retirement income

• Planning for longevity and securing lifetime income

Don’t miss this opportunity to learn how to connect with clients on a deeper level while providing practical solutions that drive better outcomes. Register today!