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Reasonable Portfolio Return Assumptions for Clients at Retirement
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
Speaker(s):
Wade
D. Pfau,
PhD, CFA,
Professor of Retirement Income,
The American College
Credits
0.00
- Specialized Knowledge & Application
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