PFP2525. Fireside Chat Discussion

This Fireside Chat will feature two of today's true thought leaders in the retirement planning area. We will explore the current research and best practice ideas for helping clients to address building retirement portfolios, modeling retirement outcomes, and creating income in retirement. What are current strategies and tools that can be used to provide guaranteed lifetime income and how do these compare and contrast with traditional portfolio structure? How should we be thinking about building our retirement portfolios in light of the current investment and inflation environment? What strategies for retirement income might make more sense than simply using the 4% rule? Should employers take a more active approach to providing retirement income options to their employees?

This session will give you the tools and access to the thought leadership in this area to bring back to your practice and your clients.