0      0

Conversations on the Edge of Retirement

‐ Jan 20, 2014 6:00pm

Join Bob Veres and James Shambo for a entertaining conversation on retirement planning. Two leading voices in the profession have a casual, no holds barred discussion of where we are in retirement planning, what works and what doesn't, what's new and what they would like to see in the future.
  • Is the 4% safe withdrawal rate really safe anymore - a look at international drawdowns, a changing US landscape and how to cope.
  • Are confidence levels, success rates and metrics such as funding ratios suggesting too much confidence in our software? Is it a GPS or a Compass?
  • How can we train a new generation of investors to save and invest and why is our story not compelling enough?
  • Why should software have a focus on the "Organic Integration with the Hypotheticas"?
  • Envisioning retirement - a look into the client's minds eye.


You must be logged in and own this session in order to post comments.