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Retirement Resource Center

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Wade Pfau

Wade Pfau, PhD, CFA, Determining Your Client's Retirement Income Style

Determining Your Client’s Retirement Income Style

Buy now for $29 Overall Rating: 4.5 / 5 Determining Your Client’s Retirement Income Style – Wade Pfau 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 …

Read moreDetermining Your Client’s Retirement Income Style

How to Use Reverse Mortgages to Secure Your Retirement

Buy now for $29 Overall Rating: 4.3 / 5 Fitting Home Equity into a Retirement Income Strategy – Wade Pfau How can reverse mortgages be used to better secure retirement? In the early days, reverse mortgages were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick …

Read moreHow to Use Reverse Mortgages to Secure Your Retirement

Understanding How Different Types of Annuities Work

Buy now for $29 Overall Rating: 4.4 / 5 Understanding How Different Types of Annuities Work – Wade Pfau Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there are many types of annuities in the marketplace …

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ncome Strategies – Wade Pfau

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies

Buy now for $29 Overall Rating: 4.3 / 5 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau 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 …

Read moreHow Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies

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  • Store for Single On-demand Courses
  • Be their advisor of choice with our convenient and valuable retirement CFP® CE webinars.
  • Upcoming Webinars Calendar
  • $125 / 90 Days Retirement CE Subscription. Includes 12 live or rebroadcast no quiz webinars
  • $250 / Year – Retirement CE Annual Subscription. Includes 52 live or rebroadcast no-quiz webinars
  • Store for Single On-demand Courses

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  • Retirement Speakers Bureau
  • Custom Retirement Conference On-Demand for Financial Advisors
  • Custom Retirement Conference On-Demand for Public Sector Retirement Systems
  • Client Events for Wealth Management Firms
  • CRC® Certification

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