Comprehensive retirement planning using the household balance sheet
View as Web Page | | | | | | | Learn more with this web seminar. | | | | | | | |
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| | | | | | | Comprehensive retirement planning using the household balance sheet
Nov. 18, 2020 | 2 PM ET/11 AM PT | | | | Hello Voornaam, | | | | When asked to prioritize what services clients want from their advisor, “Maximizing income in retirement” and “help creating a financial plan for my retirement” ranked within the top 3 in a North American survey of advisory clients conducted in early 2020. (2020 Investor Research, Investments & Wealth Institute, April 2020). Successful retirement income planning focuses on outcomes and process, not products. Join Devin Ekberg, Chief Learning Officer & Managing Director of Professional Development from the Investments & Wealth Institute, as he moderates a panel of three top Retirement Planning Practitioners to reveal how they approach retirement income planning using an outcomes-oriented approach, and a process-first methodology. | | | | Practical tools, techniques, and methodologies discussed include: | | | | The Household Balance Sheet—Household balance sheet, financial, social and human capital, start of life-cycle plan Household Cash Flows—Fixed and discretionary expenses, tax-bracket planning, retirement milestones, Medicare and Long-term care, Social Security, pensions, complete life-cycle plan Assessing Retirement Risks—Retiree risk profiles, risk management techniques, floor allocation, probability-based and safety-first strategies Risk Management Allocations—Retirement allocations, withdrawal strategies, time segmentation, retirement policy statements Account Location/Product Selections—Product selection, account location, income annuities |
| Register Now | | | Dana Anspach, CFP®, RMA®
Founder and CEO
Sensible Money, LLC
(Speaker) | | | Devin Ekberg, CFA®, CIMA®, CPWA®
Chief Learning Officer & Managing Director of Professional Development
Investments & Wealth Institute
(Speaker) | | | David Adler
Wealth Management & Behavioral Finance Expert
(Moderator) |
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