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PFP2009
PFP2009. Best Retirement Ideas - Advising Retirement Clients in Market Volatility
Date
July 20, 2020
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COVID-19 UPDATE: ENGAGE 2020 WILL BE 100% VIRTUAL
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.
Moderator
Editor, Inside Information
Speakers
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH
Chief Financial Planning Nerd, Nerd's Eye View
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
Head of Retirement Research, PGIM
General
Tracks
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