Meeting Details - WEBINAR

Tuesday, September 14, 2021
3:00 pm - 4:30 pm
 

Title:

Income Producing Assets in a Lower Interest Rate Environment

Speaker(s):
Wade D. Pfau, PhD, CFA, RICP, Program Director, Retirement
Income Certified Professional® Designation, Professor, Retirement Income, The American College of Financial Services, Principal & Director,
McLean Asset Management  

Thank You to Our Meeting Strategic Partner!

Program Description:
In the low interest rate environment, advisors will learn about incorporating bonds, dividends, and alternative investment vehicles such as  annuities, reverse mortgages, buffer assets, and insurances to manage:

• Market risk
• Inflation risk
• Spending risk
• Longevity risk

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.  
*Zoom login information will be sent the day before the meeting.   

Speaker(s):
Wade D. Pfau, Ph.D., CFA, RICP®, is the program director of the Retirement Income Certified Professional® designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal.  He is the author of the books Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement. His next book is available in September 2021 and is called, Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success.  

Agenda:
3:00 - 3:30 pm - Networking via Breakout Rooms, Chapter Announcements &
Strategic Partner Acknowledgements
3:30 – 4:25 pm – Presentation by Wade
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes