Where
Maggiano's Little Italy (at Santana Row)3055 Olin Ave #1000
San Jose, CA 95128
Driving Directions
Contact
Susan AdamsFinancial Planning Association of Silicon Valley
877-808-2699
execdirector@fpasv.org
May 2015 Luncheon Meeting
Rethinking Retirement and Estimating the True Cost of It
Speaker: David M. Blanchett, AIFA®, CFP®, CFA, CLU, ChFC
Meeting Description
Achieving a successful retirement is an incredibly complex goal. This presentation will cover a variety of topics and provide guidance on things to be aware of when building retirement strategies for your clients. The three key retirement risks will be reviewed (sequence risk, inflation risk, and longevity risk), along with how to estimate the true cost of retirement, the impact on low expected returns on retirement success, and the drivers of retirement satisfaction. Portfolio construction topics include insights into why no portfolio is an island and how to build the optimal distribution glidepath. Finally, some perspective on the value of advisors/financial planning will be explored.
1.5 hours CE has been granted by the CFP Board for this session.
Speaker Biography
David M. Blanchett, AIFA®, CFP®, CFA, CLU, ChFC, is the head of retirement research for Morningstar Investment Management. In this role, he works to enhance the group’s consulting and investment services. He conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies investment subcommittee.
His research has been published in a variety of academic and industry journals, such as the Financial Analysts Journal, the Journal of Financial Planning, the Journal of Portfolio Management, the Journal of Retirement, and the Journal of Wealth Management, and has been featured in a variety of media publications, such as InvestmentNews, Marketwatch, Money Magazine, the New YorkTimes, and PLANSPONSOR magazine, and the Wall Street Journal. His research won the Journal of Financial Planning’s 2007 Financial Frontiers Award, the Retirement Income Industry Association’s 2012 Thought Leadership Award, and the Journal of Financial Planning’s 2014 Montgomery-Warschauer Award.
In 2014 Money Magazine named him one of the five brightest minds in retirement and in 2014 InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry. He is a RetireMentor for MarketWatch and an Expert retirement panelist for the Wall Street Journal.
He currently holds the following professional designations or certifications: Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary AnalystTM (AIFA®), and he is a Chartered Financial Analyst (CFA) charterholder. He holds a Bachelor’s degree in Finance and Economics from the University of Kentucky, a Master‘s degree in Financial Services from the American College, and a Master’s degree in Business Administration from the University of Chicago Booth School of Business. He currently is taking classes toward a doctorate in personal financial planning at Texas Tech University.
Pricing and Registration
Online Registration is open through Monday, May 4th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.
Advanced pricing is available through May 4th:
FPA Members and First Time Visitors: $40 Non-Members: $60
After May 4th:
Members and Non-members: $60
No refunds after 12:00 pm Tuesday, May 5th.