06/19/2023 Determining Your Client’s Retirement Income Style – Wade Pfau – Rebroadcast

“Determining Your Client’s Retirement Income Style”
by Wade Pfau, Ph.D., CFA, Professor of Retirement Income
Webinar – Monday, June 19, 2023, 1 – 2 PM EDT

As the baby boomers reach retirement, advisors must solve new problems for clients who aim to sustain their lifestyle over an unknown horizon. Multiple retirement income strategies have emerged, and it is hard for retirees to identify which strategies match their personal style.

This presentation is based on research that identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style. It describes a workable retirement [read more …]