in Longevity, Practice Management, Segmentation

WealthConductor co-Founders Sheryl O’Connor and Phil Lubinski visited the American College in the Fall of 2018 to help build out the Retirement Income Certified Professional (RICP®) designation video curriculum.

Below you can find all eight videos that were filmed with the help of Jamie Hopkins, Wade Pfau and David Littell from the College. Topics covered range from an introduction to Time-Segmented income planning, all the way to specific case studies on common planning scenarios.

To learn more about what you heard in the videos, sign up for a 30 minute overview of the platform, or Contact Us to start your 30-day free trial today!