CRC® 4 Fundamentals of Retirement Income Management Review Sessions
The following are links to recorded WebEx CRC® review sessions given by Mike Wilson, CFP®, CRC®. Sessions are between 7-60 minutes in length. These presentations are not intended to be a comprehensive tutorial on the information included in the CRC® examination, nor should they replace your individual study efforts, which is the most effective preparation.
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Preface: The Retirement Income Management Process
Chapter 1: Step One: Estimate Duration of Retirement Assets
Chapter 2: Step Two: Identify and Manage Retirement Risks
Chapter 3: Step Three: Identify Distribution, Tax and Estate Issues and Opportunities
Chapter 4: Step Four: Identify Options for Addressing Gaps
Chapter 5: Step Five: Convert Resources into Income
Chapter 6: Step Six: Maintain and Update the Plan