The Future of the 4% Rule in Retirement Planning

Tuesday, December 13, 2022

10:00 AM – 11:00 AM PDT

Location: SCC: 606-609

CE: 1 CFP CE Credit(s)

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Level of Complexity: Intermediate

Retirement Planning is evolving. Product and technology innovations, demographic and market shifts, and data science are converging. The result is new ways for advisors to enhance traditional retirement planning strategies and deliver better outcomes for clients. Join Matt Ohme, David Lau and Wade Pfau to explore techniques of modern retirement planning.

Learning Objectives:

Strategies to effectively manage developing risks that can cripple a plan before and during retirement.
New ways to glean behavioral insights that can improve client satisfaction and efficacy of the retirement plan.
How to enhance total return strategies to achieve income efficiency and growth opportunities.

Matt Ohme, CFP(r), CIMA, CLU(r)

Senior Vice President, Channel Head RIA & Institutional Markets
Allianz Life Insurance

Slides
David Lau

Founder & CEO
DPL Financial Partners
Wade D. Pfau, PhD, CFA, RICP

Professor
The American College for Financial Services