“Determining Your Client’s Retirement Income Style”
by Wade Pfau, Ph.D., CFA, Professor of Retirement Income
Webinar – Monday, April 8, 2024, 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 …]