The Impact of Dynamic Approaches on Optimal Retirement Income Strategies

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Presenter: David Blanchett

About this talk

The replay is eligible one IMCA® CE credit Researchers often assume that retirees make decisions only at or just before retirement. But retirees and their financial advisors can dynamically adjust strategies over time. Doing so improves the likelihood of financial success in retirement. This presentation will explore: •Why dynamic models result in higher retirement-spending rates •Which withdrawal approaches work best •Why annuities are less important in a dynamic framework •How to make optimal portfolio allocations David will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint. The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session, please email us for the IMCA ® webinar ID to self-report your attendance.

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