October 22 Webinar

October 22, 2020
12:00 PM - 1:00 PM
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FPA of San Diego – mark your calendars!

Announcing another free lunch-and-learn seminar – October 22 at noon

This is a virtual meeting.  There is no cost but advance registration is required.  CFP CE for FPA members.

October 22, 2020 from 12:00 noon to 1:00 PM (Pacific time) – 1 hour CFP CE

Managing Retirement Income: Smart Strategies for Seeking to Maximize Income

Presenter:  Brian Dobbis, Director of Retirement Solutions, Lord Abbett & Co.

 

Managing Retirement Income: Smart Strategies for Seeking to Maximize Income

Presenter:  Brian Dobbis, Director of Retirement Solutions, Lord Abbett & Co.

 

Information on how to log in to the webinar will be provided to you after registration.

Program Description:

Managing Retirement Income: Smart Strategies for Seeking to Maximize Income

Accumulating assets in IRAs and other tax-advantaged retirement accounts is relatively simple, especially compared to the complex rules that govern withdrawals.  As our population ages, and baby boomers retire, advisors will need to safely navigate the transition from the accumulation phase to retirement income.

This is an end-to-end presentation discussing distribution strategies covering the many tax-advantaged retirement vehicles and the vast income options available for either the account owner and/or their beneficiaries.

Join Brian as he discusses the following key topics:

  • Retirement income
  • Distribution strategies
  • Tracking and reporting IRA basis
  • Minimizing or delaying RMD strategies
  • RMD traps
  • Penalties for noncompliance
  • Strategies reducing RMDs
  • Roth 401(k) and IRA distribution and transfer rules


Speaker biography

Brian Dobbis is a frequent guest speaker at wealth management conferences throughout the United States.  He is Director of Retirement Solutions for Lord Abbett & Co. and is responsible for managing Lord Abbett’s IRA business.  Brian’s areas of expertise include IRAs, 401(k), 403(b), and 457 retirement plans.  He began his career in the financial services industry in 1997.  Brian joined Lord Abbett in 2002 and has held the positions of Retirement Consultant, Retirement Research Associate, and Retirement Analyst.  

The American Society of Pension Professionals and Actuaries (ASPPA) recognizes Brian as a Qualified 401(k) Administrator (QKA), a Qualified Plan Administrator (QPA), a Qualified Plan Financial Consultant (QPFC), and a Tax-Exempt & Governmental Plan Consultant (TGPC).  He earned a BA in communications from Rowan University and holds Series 6, Series 7, Series 24, Series 63, and Series 65 licenses.

 

Tickets

$0.00 Member Registration

$0.00 Non-member Registration (no CE credit)