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02.21.2023 - Retirement

Attendees Rating:

Excellent (88%)
Average (11%)
Below Average (1%)

Missy Davis

Wed, 02/22/2023 - 14:47

Comments
A few comments from listeners:

Very well done. David is an excellent researcher, presenting his findings succinctly and effectively.
- Ray G.

Great program. Enjoyed the way facts were presented.
- Rick F.

David's statement that a client's "stated" retirement date can be vastly different from their "actual" retirement date was very helpful!
- Scott S.

Found it interesting that stats showing people retiring on average 3 yrs sooner than they targeted.
- Meg C.

He did a great job and brought some really key points to think about and discuss with regards to retirement planning.
- Edward L.

I found the longevity discussion very interesting. I will be incorporating individual longevity estimates for clients going forward. Also found the stated vs actual retirement age for clients to be useful and will be incorporating it going forward.
- Ronald K.

David was an excellent presenter. Bring him on more.
- George E.

The likelihood of retiring before planned was eye-opening. I'm also going to start using dynamic longevity in my projections.
- Mark W.

The title suggested a different take on retirement; however, this was much better than I was expecting.
- Bruce W.
(Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement
Presented by David Blanchett, PhD, CFA, CFP®, PGIM
David Blanchett

Retirement is the most expensive purchase faced by most individuals. In this session, David Blanchett explored a framework to better understand how much retirement actually costs and a process for better estimating its true cost. This session included a discussion of the implications of properly forecasting the growth of assets and important considerations when estimating the liability, such as determining the optimal replacement rate, forecasting the retirement period and understanding what it truly means to fail (or succeed) during retirement.

Attendees Comments:

A few comments from listeners:

Very well done. David is an excellent researcher, presenting his findings succinctly and effectively.
- Ray G.

Great program. Enjoyed the way facts were presented.
- Rick F.

David's statement that a client's "stated" retirement date can be vastly different from their "actual" retirement date was very helpful!
- Scott S.

Found it interesting that stats showing people retiring on average 3 yrs sooner than they targeted.
- Meg C.

He did a great job and brought some really key points to think about and discuss with regards to retirement planning.
- Edward L.

I found the longevity discussion very interesting. I will be incorporating individual longevity estimates for clients going forward. Also found the stated vs actual retirement age for clients to be useful and will be incorporating it going forward.
- Ronald K.

David was an excellent presenter. Bring him on more.
- George E.

The likelihood of retiring before planned was eye-opening. I'm also going to start using dynamic longevity in my projections.
- Mark W.

The title suggested a different take on retirement; however, this was much better than I was expecting.
- Bruce W.