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ENGAGE 2020


PFP2009 - PFP2009. Best Retirement Ideas - Advising Retirement Clients in Market Volatility


Jul 20, 2020 3:50pm ‐ Jul 20, 2020 4:40pm

Description



Back by popular demand! The leading researchers in the PFP space offer their best insights and results of their research—and practical ideas for how to best lead your clients into and through a financially comfortable retirement.

Learning Objectives:
  • How to think about (and quantify) retirement sufficiency from a financial standpoint.
  • How to help clients decumulate their portfolios and adjust during market downturns.
  • How to divide retirement expenses into different buckets (living vs. discretionary) and create more certainty around necessary expenses.
  • How to model and prepare for sequence of return risk in retirement.

Speaker(s):

  • Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH, Publisher | Partner, Nerd's Eye View | Pinnacle Advisory Group
  • Michael Finke, PhD, CFP, Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
  • David Blanchett, PhD, CFA, CFP, AIFA, Head of Retirement Research, Morningstar Investment Management LLC

Moderator(s):

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