The Process of Managing Retirement IncomeLearn more about this firm
Tuesday, September 10, 2019
2:00 PM EDT | 11:00 AM PDT
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Learn how to create sustainable retirement income for your clients by attending this business-building webinar from Thornburg Investment Management.
Whether your clients are planning for retirement or are already retired “The Process of Managing Retirement Income” webinar will provide an easy way for you to talk with clients about:
- The best spending policy for retirement
- A portfolio structure to help manage client investment behavior and improve outcomes
- The importance of dividends in retirement
Presented by Andrew Rice, Thornburg’s divisional sales manager for the eastern U.S., who has been helping advisors build their businesses for almost 20 years:
Andrew Rice, CIMA®
Divisional Sales Manager
Thornburg Investment Management
Andrew Rice is a divisional sales manager for Thornburg Investment Management. Before his current position, he was a regional consultant for Thornburg. Andrew's prior experience includes serving as the regional director for AFBA 5 Star Investment Management and as an internal wholesaler for AIM Investments.
Andrew received his BS in finance and economics from Texas A&M. He received the Certified Investment Management Analyst® designation from the Investment Management Consultants Association and is currently registered with FINRA with a Series 7 and 66.
CEO and Founder
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.
For Investment Professionals Only