Webinar Registration

Redefining the Optimal retirement Income Strategy

Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, May, 23

01:00pm ET

90 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

David Blanchett

Director of Retirement Research PGIM

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Retirement is seldom as simple as assumed in research and financial planning tools. This presentation from David Blanchett will review a cohesive series of models designed to improve retirement income projections that incorporate spending flexibility implemented with a dynamic spending where optimal strategies are determined using an expected utility model based on prospect theory. This framework can result in guidance that is significantly different than models using basic assumptions, especially approaches relying on probability of success-related metrics.

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.