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A Case Study of a Middle Affluent Couple Planning for Retirement Income - Manish Malhotra

1 hr CFP®, CRC®, PACE CE

Observe this case study to see how modeling options and potential solution combinations might increase their likelihood of retirement success.


Overall Rating:   4.0 / 5

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We will report your CFP® and/or CRC® credit - please add your ID at checkout. You are responsible for reporting your CE hours for PACE recertification.

Retail:  $39.00      
$39.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Manish Malhotra, President, Income Discovery - Expert on Retirement Income Planning Software Manish Malhotra, MBA, Founder, President & CEO, Income Discovery - Expert on Retirement Income Planning Software        

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About this course:

Peter and Lisa Parker have an idea of how their expenses and income might flow during retirement, but they want to consult a retirement counselor before making important decisions. Observe this case study to see how modeling options and potential solution combinations might increase their likelihood of retirement success.

 

In this case study, you will learn which of the following may most effectively boost retirement security:

A Case Study of a Middle Affluent Couple Planning for Retirement Income - Manish Malhotra 

  • Adjusting asset allocation;

  • Working longer;

  • Controlling spending and income by retirement phases;

  • Annuitizing a portion of income;

  • Taking a reverse mortgage;

  • Planning the tax order of withdrawal of assets.

  •  

    Your instructor for this live professional development webinar is:

    Manish Malhotra, Founder and President of Income Discovery, optimizing software for retirement income strategies. In a landmark JFP article published he proposed a new risk-reward framework for analyzing retirement income strategies, which is used in concert with Income Discovery to find strategies that provide higher retirement income at less risk. He was worked at Citigroup, Bank of America and Nomura Securities. He holds MBA and Engineering degrees from top colleges in India.

     

    Retirement Speakers Bureau

    Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

     

    Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

     

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    Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

    Specifications: 60 minute webinar course
    SKU: 03IRRCCaseStudyMiddleWebinar16
    Knowledge Level: 3 - Intermediate

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