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Alexandra Macqueen, CFP®, Author

Alexandra Macqueen, CFP®, Author

Alexandra Macqueen, CFP®, Author, is from Toronto, Ontario, Canada, and teaches personal finance at York University, one of the most prestigious universities in Canada.

 

Passion/Expertise:

Alexandra provides comprehensive and authoritative financial writing and editing for academic and industry publications, and is known for her expert-level knowledge of:

  • Annuities, annuitization, and longevity-guaranteed income streams;

  • "Pensionizing" portfolios for retirement income;

  • What’s happening with current and developing retirement income products;

  • Risks in retirement (longevity, survival probabilities, sequence of returns, inflation);

  • Tradeoffs between financial legacy and bequest motivations.

 


 

Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen   - YouTube clip View YouTube clips from recent Retirement Resource Center webinars including Alexandra Macqeen's “Pensionizing" Your (Client’s) Nest Eggs: What, How and Why?.

 


 

Passion/Expertise:

Alexandra holds the CFP designation and has worked in multiple facets of the wealth management industry in Canada, including as a registered advisor and more recently in marketing and strategic planning.

 


 

Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen   - Retirement InSight and Trends article Read a summary transcript of Alexandra Macqueen's presentation “Pensionizing" Your (Client’s) Nest Eggs: What, How and Why? in the December, 2015 issue of "Retirement Insight and Trends".

 


 

Publications:

Alexandra Macqueen, CFP®, Author - Retirement Speakers BureauAlexandra Macqueen, CFP® is the co-author, with Dr. Moshe Milevsky, of the first edition of Pensionize Your Nest Egg (for the Canadian market) in 2010, and the second, updated edition of the same book, Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life which covers the U.S., U.K., Canadian, Australian and New Zealand markets.

 


 

Retirement Speakers Bureau - Alexandra Macqueen, CFP® – Personal Finance Author & ExpertAlexandra Macqueen, CFP® – Personal Finance Author & Expert, is available to do presentations on a variety of topics for your retirement professional development or consumer events.

 

Please visit the Retirement Speakers Bureau to find out how you can request Alexandra or other leading industry experts to speak at your next meeting, conference, or other event.

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09/12/2017 Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen - Rebroadcast

09/12/2017 Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen - Rebroadcast

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

How can you help your clients determine an optimal product mix that incorporates maximizing either a sustainable lifetime income, planned financial legacy, or a mix?

$39.00
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 4th Qtr 2015 free quarterly newsletter has articles by leading retirement experts Bischoff, Macqueen, and Sullivan.
$0.00
InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- Apr 2016 articles include No Portfolio Is an Island by Blanchett, Tax Efficient Drawdowns by Horan, and Housing for Retirees by Falk
$0.00
InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The October 2016 free newsletter features articles on Housing Wealth by Shelley Giordano, Grey Divorce by Andrew Samalin, and a brief of the GAO study on retirement security.
$0.00
InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The January 2017 free quarterly newsletter features articles on Women and Retirement, Optimal Retirement Income Solutions in DC Plans, and an excerpt GAO Report on 401(K) Plans.
$0.00
InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The April 2017 free quarterly newsletter features articles on Three Steps to Helping Clients Manage Health Costs, How to Use Reverse Mortgages, and Change in Household Spending.
$0.00
InFRE's 2017 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2017 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The July 2017 free quarterly newsletter features articles on Elder Law Basics, HSAs, and Where Senior Living and Retirement Planning Intersect, Opportunities Emerge
$0.00
Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life - Milesky & Macqueen

Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life - Milesky & Macqueen

Pensionize Your Nest Egg describes how adding the new approach of "product allocation" to the tried-and-true asset allocation approach can help protect you from the risk of outliving your savings, while maximizing your income in retirement.
$26.95
Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

1 hr CFP®, CRC®, PACE CE

Often everything seems ‘normal’ until something unthinkable and highly improbable happens. What if you could identify the clients and their portfolios that are exposed to extreme downside risk?

$39.00
What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

1 hr CFP®, CRC®, PACE CE

Learn planning strategies for deploying annuitized assets within a portfolio to help optimize retirement income, and how QLAC ruling provides additional opportunities to benefit retirees.

$39.00
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