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Designing Portfolios for Retirement

‐ Jan 23, 2013 1:15pm

Credits: None available.

Designing portfolios for retirement requires different skills and tools than the accumulation phase. This session addresses the steps, processes and tools to design a portfolio for your retirees. Jim discusses risks and strategies that help the client prepare for years of withdrawals with peace of mind. Cash flows, withdrawal rates and establishing a retirement paycheck along with understanding GAP analysis, finding hidden expenses and quantifying the clients consumption growth rate all blend into a process of addressing the clients' dreams and nightmares. New products and innovations abound to address the retiree portfolio, but which ones make sense and where are the next disasters waiting to implode. We will address counterparty risks, investment guarantees and how we present the results of our plan in this session.


  • 0.00 - Administrative Practice