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Estimating the True Cost of Retirement - David Blanchett

1.5 hrs CFP®, CRC®, PACE CE

Retirement professionals need to have a framework for understanding and projecting retirement costs for each client, and a process for better estimating the true cost of retirement.


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Retail:  $39.00      
$39.00

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           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar Investment Management        

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About this course:

David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar Retirement is the most expensive “purchase” faced by most individuals.

 

In order to properly forecast the value of assets during retirement, it is important to consider several other variables when estimating a person’s total retirement liability, such as their optimal replacement rate, their forecasted retirement period, and what it truly means to fail (or succeed).

 

Retirement professionals need to have a framework for understanding and projecting retirement costs for each client, and a process for better estimating the true cost of retirement.

 

In this session you will:

  1. Gain a better understanding of the key variables required to estimate the cost of retirement.

  2. Learn of a more effective approach for calculating an income replacement rate.

  3. Learn of a better spending model to help you understand how expenses tend to change throughout retirement and the implications of these changes on the retirement need.

  4. Explore how efficient accumulation portfolios are not the same as efficient retirement portfolios.

Your presenter for this course is:

David Blanchett, CFA, CFP®, AIFA, Head of retirement research for Morningstar Investment Management. David conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.

 

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.

 

View a brief YouTube clip of this and other courses:
Estimating the True Cost of Retirement - David Blanchett
Visit Retirement Insight & Trends for articles by leading industry experts:
Estimating the True Cost of Retirement - David Blanchett

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: 90 minute elearning course
SKU: 03IRRCREstTrueCostRetElearn15
Knowledge Level: 3 - Intermediate

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