Posts Tagged Wade Pfau

01/21/2019 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Rebroadcast

Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than traditional studies imply. It is important for advisors to understand a variety of spending and asset allocation approaches in order to manage sequence of returns risk and develop sustainable spending strategies.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

This course is brought to you from a recent live webinar and will be REBROADCAST on Monday, January 21, 2019, 1:00 PM – 2:00 PM EST. – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 60+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – Add to cart

See highlights conclusions from a 4 phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement income generators that could be offered in DC retirement plans, and how to use a diversified portfolio approach.

This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1.5 hrs CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 60+ live, rebroadcast, and recorded courses90 Days for $99 or 365 Days for $199. Become a Member and save on CE.

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Fitting Home Equity into a Retirement Income Strategy – Wade Pfau

How can reverse mortgages be used to better secure retirement? Learn how to think about reverse mortgages as a form of insurance to protect against market losses. The reverse mortgage option may be a method for responsible retirees to create liquidity for an otherwise illiquid asset.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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01/ 21/2018 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Rebroadcast Learn more

01/21/2019 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau

ncome Strategies – Wade Pfau

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

This course is brought to you from a recent live webinar and will be REBROADCAST on Monday, January 21, 2019, 1:00 PM –2:00 PM EST – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

“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 of a variety of retirement risks.

Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than traditional studies imply. It is important for advisors to understand a variety of spending and asset allocation approaches in order to manage sequence of returns risk and develop sustainable spending strategies.

In “How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies”, you will learn:

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

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

    1. Retirement income tools, philosophies, and strategies;
    2. How sustainable spending from investments adjusts in response to portfolio performance;
    3. Appropriate spending patterns for retirees
    4. Where theory meets practice: developing a sustainable spending strategy.

Your presenter for this course:

Wade Pfau, PhD, CFA

Wade Pfau, PhD, CFA

Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income for the American College of Financial Services

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Brin Mawr, PA. He also serves as a Principal and Director for McLean Asset Management, helping to build retirement income solutions for clients, and Chief Planning Strategist of software provider inStream Solutions. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income.

Wade hosts the Retirement Researcher website and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, New York Times, Wall Street Journal, Time, Kiplinger’s, and Money Magazine. He is the author of Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement and How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

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

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 certifications for CE credit.

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed:
We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.

Not familiar with online courses?
We help you be sure you’re comfortable navigating our online system.
Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

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Authorize.Net

Overall Rating: 4.3 / 5

 

Retail: $29.00

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCHowMuchCanISpend18

MP3 Audio Download and PDF handoutKnowledge Level: 3 – Intermediate

Retirement Insight and TrendsVisit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.

Retirement Professional Development CE Memberships

Save on CE!

Begin saving on CE today!

We will refund the price of your individual course off of a new membership.

Just notify us that you have Become a Member within 10 days of course purchase to receive your refund!

 
 

Posted in: Intermediate, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income

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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – Learn more

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau

Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers.

This presentation highlights conclusions from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement income generators (RIGs) that could be offered in defined contribution retirement plans, and how to use a diversified portfolio approach for developing retirement income strategies.

In “Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans”, retirement and financial professionals will:
 

  1. Apply stochastic forecasting and efficient frontiers to illustrate an analytical framework for retirees and advisers to make informed retirement income allocation decisions;
  2. Learn the retirement income generators (RIGs) that are currently available for DC retirement plans and are straightforward to implement;
  3. Determine if outcomes can be improved by using retirement savings to enable delaying Social Security benefits;
  4. Review solutions that use qualified longevity annuity contracts (QLACs) to design retirement income solutions;
  5. Analyze solutions that protect retirement income in the period leading up to retirement with deferred income annuities and guaranteed lifetime withdrawal benefits.
Your instructors for this course are:
 

Steve Vernon, FSA, MAAA, Research Scholar, Stanford Center on Longevity, President of Rest-of-Life Communications

In both of his roles as Research Scholar at the Stanford Center on Longevity and as the President of Rest-of-Life Communications, Steve is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 35 years, he has helped Fortune 1000 employers design, manage and communicate their retirement programs.

Steve is one of the most sought-after retirement experts in the country due to his surprising and inspiring insights. He is quoted frequently in such publications as The Wall Street Journal, New York Times, Los Angeles Times, USAToday, BusinessWeek, Fortune Magazine, Kiplinger’s, and Money Magazine, and occasional columns for Retirement Weekly.

Wade Pfau, Ph.D., CFA, Professor of Retirement Income for the American College of Financial Services

Wade Pfau, Ph.D., CFA is a Professor of Retirement Income for the American College of Financial Services and the Director of Retirement Research for McLean Asset Management, as well as the author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher.

Wade is passionate about retirement income security for Americans by providing educational material and information about retirement income strategies for advisors. He has published research on retirement planning in a wide variety of academic and practitioner research journals, and is an active blogger and monthly columnist.

Wade’s research has also been discussed in the print editions of The Economist, Wall Street Journal, and SmartMoney.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

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

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 certifications for CE credit.

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed:
We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.

Not familiar with online courses?
We help you be sure you’re comfortable navigating our online system.

Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

Overall Rating: 4.6 / 5

Retail: $29.00

Add to Cart
 

 
 

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCOptimalRetireWebinar16

MP3 Audio Download and PDF handoutKnowledge Level: 3 – Intermediate

Retirement Insight and TrendsVisit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.

Begin saving on CE today!

We will refund the price of your individual course off of a new membership.

Just notify us that you have Become a Member within 10 days of course purchase to receive your refund!

Posted in: 1.5 hrs CE, Intermediate, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income

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Fitting Home Equity into a Retirement Income Strategy – Wade Pfau – Learn more

Fitting Home Equity into a Retirement Income Strategy – Wade Pfau

Fitting Home Equity into a Retirement Income Strategy - Wade Pfau

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 access to a large lump-sum of assets. This is not the appropriate way to think about reverse mortgages in a retirement income plan, especially in light of recent research.

The reverse mortgage option should be viewed as a method for responsible retirees to create liquidity for an otherwise illiquid asset, which in turn can create new options that potentially support a more efficient retirement income strategy (more spending and/or a greater legacy). Financial advisors must pay attention to their client’s home equity, as this is a vital asset that can be used as part of a coordinated strategy to improve retirement outcomes.

In this one-hour session on reverse mortgages, you will learn:

  1. An overview of retirement income planning, which sets the context for understanding the potential role of reverse mortgages;
  2. The basics for how reverse mortgages work;
  3. Potential uses for a reverse mortgage;
  4. Ways to coordinate the line of credit use with distributions from the investment portfolio;
  5. How to think about the reverse mortgage line of credit as a form of insurance to protect against market losses or declines in the home value.

Your presenter for this course is:

Wade Pfau, PhD, CFA, Professor of Retirement IncomeWade Pfau, Ph.D., CFA is a Professor of Retirement Income for the American College of Financial Services and the Director of Retirement Research for McLean Asset Management, as well as the author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher.

Wade is passionate about retirement income security for Americans by providing educational material and information about retirement income strategies for advisors. He has published research on retirement planning in a wide variety of academic and practitioner research journals, and is an active blogger and monthly columnist. Wade’s research has been discussed in outlets including the print editions of The Economist, Wall Street Journal, and SmartMoney. He is author of the new book, “Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement”.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

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

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 certifications for CE credit.

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed:
We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.

Not familiar with online courses?
We help you be sure you’re comfortable navigating our online system.

Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

Overall Rating: 4.3 / 5

Retail: $29.00

Add to Cart
 

 
 

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCFittingHomeEquiWebinar17

MP3 Audio Download and PDF handoutKnowledge Level: 3 – Intermediate

Retirement Insight and TrendsVisit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.

Begin saving on CE today!

We will refund the price of your individual course off of a new membership.

Just notify us that you have Become a Member within 10 days of course purchase to receive your refund!

Posted in: Intermediate, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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