Creating a Goals-Based Retirement Income Plan

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Join Dr. Michael Finke as he shares the steps for developing a goals-based financial plan, the importance of understanding the impact of investment risk, and approaches to funding inflexible spending. Sponsored by RetireOne and Protective.

Topics covered will include:

• Considerations when transitioning from portfolio-based to goals-based retirement income plans and understanding the impact of investment risk
• Investment approaches for inflexible expenses & factoring in longevity and how long savings must last
• The Value of Guaranteed Income - balancing spending with investment risk, and the value of annuities for guaranteed income

Sponsored by

Speakers

Michael Finke, PhD
Professor, Frank M. Engel Chair of Economic Security
The American College of Financial Services

Michael Finke, PhD, is Professor of Wealth Management, Director for the Granum Center for Financial Security, and the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He is a nationally renowned researcher with a focus on the value of financial advice, financial planning regulation, investments, and individual investor behavior.

Lauren Drapeau
National Sales Director
Protective Retirement

As National Sales Director, Annuity Advisory Solutions Lauren is responsible for leading Protective’s efforts to grow Advisory business and partnerships with Charles Schwab, TD Ameritrade, RetireOne, and others. In her 20+ years in the insurance industry Lauren has held roles in wholesaling, business development and advisor practice management. For the last 6 years she has helped advisors build fee-based practices, built and marketed advisory products and immersed herself in the RIA marketplace.

Edward J. Mercier
President
RetireOne

Edward J. Mercier is president of RetireOne®, a leading independent platform for fee-based insurance solutions. He has more than 25 years of experience spanning investment and insurance products, including sales, distribution, clearing, and general management. He has held multiple senior leadership positions at Charles Schwab & Co., most recently as general manager of investment management distribution and clearing services.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.