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PFP1902
Retirement Assumptions
Date
June 10, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2019)
This includes sessions from AICPA ENGAGE 2019:
With 10,000 baby boomers retiring every day for the next decade, now more than ever is a critical time to give thoughtful consideration to the variables playing a role in retirement planning advice. This dynamic panel of experts led by moderator Bob Veres will actively explore how current client trends along with the changing landscape impact key assumptions including investment returns, inflation, longevity/life expectancy, spending (and changes over time) and Social Security.
Learning objectives:
- Gather information about key variables and assumptions that impact clients who want to retire.
- Uncover the latest methodology and studies which lead to informed assumptions.
- Gain knowledge as to what your peers and other leading professionals are planning for in retirement forecasting.
Speakers
Michael E. Goodman, CPA, PFS, CFP
President, Wealthstream Advisors, Inc.
Editor, Inside Information
Mark F. Astrinos, CPA, PFS, CFP, RLP
Principal & Founder, Libra Wealth
Brooke Salvini, CPA/PFS, CFP
Principal, Salvini Financial Planning
Managing Member, Sprinkle & Associates LLC
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
General
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