36
Reasonable Portfolio Return Assumptions for Clients at Retirement
Date
January 19, 2016
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
• 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
Wade D. Pfau, PhD, CFA
Professor of Practice, The American College
Specialties
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