Off With Your (Rule of) Thumbs!

Off With Your (Rule of) Thumbs!

Off With Your (Rule of) Thumbs! - Michael Falk

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Off With Your (Rule of) Thumbs! - Michael Falk
Off With Your (Rule of) Thumbs! - Michael Falk

Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, "immunize before we optimize".

There are several well-accepted schools of thought used today by many professionals for retirement planning.

Based on his belief that it is important to “immunize before you optimize” for retirement income, Michael Falk invites attendees of this one-hour session.

In "Off with Your (Rule of) Thumbs!", Michael Falk will help you re-evaluate the wisdom of:

  1. Targeting an income replacement rate;
  2. Using the 4% Rule as a primary income strategy;
  3. Retiring to take advantage of outdated or artificial constructs;
  4. Selecting asset allocation based on age;
  5. Using long-term care insurance.

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. 

Your presenter is Michael Falk, CFA, CRC®, Partner with the
Focus Consulting Group - Behavioral Finance &
Investment Management Expert.

Michael Falk, CFA, CRC® - Behavioral Finance Expert & Retirement Contrarian
Michael Falk, CFA, CRC® - Behavioral Finance Expert & Retirement Contrarian


Meet Michael Falk, CFA, CRC®, Behavioral Finance and Retirement Contrarian Expert

Retirement planning experience

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and their resident retirement contrarian). His background includes extensive asset allocation research and portfolio development expertise along with a multi-faceted understanding of behavioral finance and retirement issues. He was the Chief Strategist on a Global Macro fund as well as a CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory, one of the first firms to provide managed accounts for reluctant 401(K) investors – those that can’t, or won’t, invest wisely themselves.

Michael has been a contributing member of the PDDARI group within the Financial Management Association (FMA), the Vice Chair of the Plan Sponsor Council of America’s Investment Committee, taught as an adjunct professor at DePaul University in their Certified Financial Planner (CFP) Certificate Program. Currently he is an approved speaker for the CFA Institute and teaches on behalf of the CFA Society of Chicago in their Claritas program, and is frequently quoted in the financial press. He graduated from the University of Illinois with a B.S. in Finance.

His publications include “Let’s All Learn How to Fish… to Sustain Economic Growth”, a CFA Institute Research Foundation Monograph, May 2016, and many other papers and articles.

Retirement planning thought leadership and expertise

Michael is an engaging, creative asset management professional, and offers equally engaging presentations and materials on retirement topics, behavior, asset allocation research and portfolio development expertise.
The asset consulting perspective acknowledges that the wisdom of crowds can denigrate into madness at times. Assets should be managed with the serenity to accept the market’s realities; the courage to pursue its opportunities; and the ongoing pursuit of wisdom to understand the difference.

Invest in Your Retirement Expertise.

1 hr CFP®, CRC®, and other CE Credit Reporting

We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

CFP BOARD - CE Quality Partner - Retirement Resource Center

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