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Hosted by FSP Hartford

Annual Meeting featuring The American College’s Chief Academic Officer, Michael Finke

FSP Hartford is committed to a membership with high ethical standards and advanced education uniquely qualifying them to assist families, business owners and professionals in achieving their financial goals.  
We typically offer 9 programs through our fiscal year of July 1 - June 30th.   Programs may carry CFP and CT State Insurance credits (see approved CE below).
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Friday, June 15, 2018
8:15 AM - 3:00 PM


Radisson Cromwell
100 Berlin Road
Cromwell   CT  

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Michael Finke
Dean and Chief Academic Officer
The American College of Financial Services

Jun 15 2018 8:30AM

Retirement Income Planning in a Low-Return World

The objective of this presentation is to recognize the life cycle implications of a sustained low return environment on retirement planning. I will discuss the evidence that historically low dividend and bond yields predict lower future returns, the implications of increasing longevity among higher-income workers, the relation between expected returns and optimal retirement savings, and the impact of increasing longevity and lower returns on optimal savings rates. I will also introduce a range of investment and behavioral solutions that become more attractive when portfolio return expectations are more modest.


Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.

DateCourse Title/DescriptionStartCFP®CT INs
Jun 15, 2018 Retirement Income Planning in a Low-Return World Michael Finke 8:30 A info info

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