Best Practices for Retirement Income Planning + How a New Tool can Help

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As the baby boomers reach retirement, advisors must solve new problems for them. And these new problems must be addressed with solutions that evolve to better manage them. Retirement income is different as clients shift their focus from maximizing wealth to creating sustainable income, clients face a greater range of risks, and clients increasingly must solve a complex lifetime financial problem. These matters are becoming particularly vital as near retirees are now experiencing continued market volatility and uncertainty, and historically low interest rates.

This presentation looks at sustainable retirement spending from investments in light of recent market events and discusses strategies to support more spending by integrating both investments and income protections, such as a new Portfolio Retirement Income Guarantee that unbundles the insurance from underlying investments to build more efficient retirement strategies.

Speakers

Wade Pfau, Ph.D., CFA, RICP®
Professor of Retirement Income
The American College

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 60 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.

David Stone
CEO and Co-founder
RetireOne

David Stone is the CEO and co-founder at RetireOne. As a former senior legal counsel to major life insurance companies, mutual funds and broker dealers, David has more than two decades of financial services experience as well as specific expertise in annuity product development and distribution.

Bob Veres
Editor & Publisher
Inside Information

Bob Veres is Editor and Publisher of Inside Information. He is an entertaining futurist for the financial advisory profession, author of “The New Profession,” and the best source anywhere for the most relevant thoughts, ideas, experiments and practical tips about how to meet the bright future of the profession on its own terms. He has been named one of the most influential people in the financial planning profession and was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors, and the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association.