How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau
This course is brought to you from a recent live webinar and will be REBROADCAST on Friday, November 2, 2018, 2:00 PM – 3:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
“How much can I spend in retirement?”
Dr. Pfau has conducted an in-depth study and authored a new book that focuses on sustainable spending from investment portfolios in the face of a variety of retirement risks.
Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than traditional studies imply. It is important for advisors to understand a variety of spending and asset allocation approaches in order to manage sequence of returns risk and develop sustainable spending strategies.
In “How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies”, you will learn:
- Retirement income tools, philosophies, and strategies;
- How sustainable spending from investments adjusts in response to portfolio performance;
- Appropriate spending patterns for retirees
- Where theory meets practice: developing a sustainable spending strategy.
Your presenter for this course:
Wade D. Pfau, Ph.D., CFA
Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Brin Mawr, PA. He also serves as a Principal and Director for McLean Asset Management, helping to build retirement income solutions for clients, and Chief Planning Strategist of software provider inStream Solutions. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income.
Wade hosts the Retirement Researcher website and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, New York Times, Wall Street Journal, Time, Kiplinger’s, and Money Magazine. He is the author of Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement and How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP®, CRC®, and other CE Credit Reporting
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Overall Rating: 4.3 / 5
Video and audio MP3 formats available
Specifications: 60 minute webinar course
Knowledge Level: 3 – Intermediate