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:
- Targeting an income replacement rate
- Using the 4% Rule as a primary income strategy
- Retiring to take advantage of outdated or artificial constructs
- Selecting asset allocation based on age
- Using long-term care insurance
The Retirement Resource Center YouTube channel features short clips of presentations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.
Overall Rating: 4.3 / 5
Retail: $29.00Add to Cart
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 was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a a multi-faceted understanding of behavioral finance and retirement issues.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
Invest in Your Retirement Expertise
1 hr CFP®, CRC®, and other CE Credit Reporting
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