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Advanced Personal Financial Planning Conference 2016

36 - Reasonable Portfolio Return Assumptions for Clients at Retirement

Jan 19, 2016 3:15pm ‐ Jan 19, 2016 4:30pm


The goal is to help advisers not only continue to understand a framework for retirement income planning, but also to identify more accurate methods to use in the planning process with their clients. This session will help attendees:
• Understand the components of market returns
• Identify the implications for market returns in the current environment
• Clarify the importance of market returns for retirement income planning


  • Wade D. Pfau, PhD, CFA, Professor of Retirement Income, The American College

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