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Webinar - Annual Meeting PLUS The New Retirement Reality with Guest Speaker Michael Finke

Thursday, June 17, 2021
9:00 AM - 11:00 AM


Convenience of your home or office

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Member Fee $15.00
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Guest Fee $30.00
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Michael Finke
Professor of Wealth Management and Frank M. Engle Distinguished Chair in Economic Security
The American College of Financial Services

Jun 17 2021 9:00AM

The New Retirement Reality

Advisors often view retirement income planning through the lens of the 4% rule, but changes in longevity and a lower-return environment challenge conventional wisdom about safe withdrawal rates. This presentation will discuss what it means to take risk with an investment portfolio in retirement, how high prices for bonds and stocks will impact withdrawal rate projection, and the actual risk of health care expenses. The presentation will conclude with strategies to deal with a new retirement reality including a discussion of guaranteed income strategies.


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 17, 2021 The New Retirement Reality Michael Finke 9:00 A 2.00 2.00

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