Estimating the True Cost of Retirement

Presented by

David Blanchett

About this talk

Retirement is the most expensive “purchase” most individuals will ever face. In this session, David Blanchett will provide a framework to help advisors gain a deeper understanding of how to estimate the true costs of retirement, providing insights and strategies for: •projecting the appropriate length of retirement for clients; •determining the optimal amount of retirement income needed to maintain pre-retirement living standards; •forecasting the growth of assets and estimating potential liabilities; and •defining what it truly means to financially succeed or fail during retirement. David will answer attendees’ questions during the webinar and will also be available to continue the discussion on APViewpoint. The CFP Board® has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for 1 hour of CE credit for those with CIMA®, CIMC® and CPWA® designations. If you provide the required CFP Board or IMCA information during the webinar registration process and stay for the entire live session we can report your attendance to these organizations.

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