All Press Releases for January 08, 2016

For Solution to Retirement Income Puzzle, Financial Pros Turn to Thrive University

Retirement expert Curtis Cloke's workshops become industry destination



"With over 10,000 baby boomers retiring every day, the need for financial professionals and retirement advice has never been greater" - Curtis Cloke

    BURLINGTON, IA, January 08, 2016 /24-7PressRelease/ -- The demand for Thrive University, founded by retirement expert and instructor Curtis Cloke, reached new heights in 2015. The intensive two-day workshops educate advisors on advanced retirement planning concepts and practice management techniques. Over the course of the year, Curtis facilitated a record 13 workshops, with recent events reaching up to 50 attendees, and hosted some of the industry's elite professionals as guest instructors and panel members.

Advisors are challenged to help their clients navigate many retirement risks, including longevity risk, turbulent financial markets, and near zero interest rates. At Thrive University, Curtis provides the math behind creating a secure retirement plan, founded upon guaranteed income that cannot be outlived. Additionally, he shows how to position retirement portfolios to address growth, liquidity and legacy needs. Most importantly, he analyzes retirement with an agnostic and holistic approach, seeking to achieve the optimal result for retirees by taking into consideration fee-drag, taxes, Social Security and more.

While Curtis's exceptional industry reputation sparked initial interest in Thrive University, his passion has fueled the fire. What started as one event with seven attendees in his conference room has grown to dozens of events, across eight cities in the U.S., and hundreds of satisfied advisors. Thrive University has featured PBS TV host and bestselling author of Paychecks and Playchecks Tom Hegna as a guest instructor. Most recently, it also hosted the first ever American College Retirement Income Certified Professional (RICP) professors panel.

"With over 10,000 baby boomers retiring every day, the need for financial professionals and retirement advice has never been greater," says Curtis. "Thrive University prepares advisors of all experience levels with both the knowledge and skills to talk to their clients with confidence and create retirement plans that will allow them to thrive. We are excited with the acclaim that Thrive University has received so far and look forward to its continued growth."

Current 2016 calendar dates for Thrive University include April 28-29 in New York, June 23-24 in Minnesota and October 27 - 28 in Texas. Attendees receive access to Curtis's Income Annuity Toolbox, a cutting edge online planning system that allows advisors to optimize guaranteed income using the least amount of retirement assets. For more information and registration, visit www.ThriveU.net.

About Curtis Cloke, CLTC, LUTCF, RICP

Curtis is an award-winning retirement expert, CEO of Thrive Income Distribution System, LLC, and an adjunct instructor and curriculum writer for The American College RICP designation. He is a renowned industry speaker and workshop educator and has over 28 years of experience in retirement planning. Curtis is a 16-year Million Dollar Round Table member with eight Top of the Table and two Court of the Table qualifications. In 2009, he was honored as a top-five finalist for Advisor of the Year by Senior Market Advisor magazine.

# # #

Contact Information

Luke Messecar
Ictus Initiative
Brookline, Massachusetts
United States
Voice: 617-717-8294
E-Mail: Email Us Here