What You'll Learn
Every financial planner faces the fundamental question from clients: How much do I need to retire? Join renowned retirement expert Wade Pfau Ph.D., CFA, RICP to learn a structured framework to answer this critical question with confidence. He will guide you through essential…
Tom Dickson
Financial Experts Network
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Every financial planner faces the fundamental question from clients: How much do I need to retire? Join renowned retirement expert Wade Pfau Ph.D., CFA, RICP to learn a structured framework to answer this critical question with confidence. He will guide you through essential steps, including budgeting for retirement, quantifying risks, evaluating assets, and calculating the Funded Ratio—a powerful tool to assess financial preparedness. Attendees will also explore strategies to help clients bridge retirement shortfalls, optimize their portfolios, and align income sources with long-term goals.
Through real-world scenarios, you’ll gain practical insights to apply immediately in client conversations. Whether your clients prioritize financial security, legacy planning, or flexible lifestyle spending, this session will equip you with actionable strategies to create personalized, data-driven retirement plans.
Learning Objectives:
✔ Understand different retirement income styles and how they impact financial planning strategies.
✔ Learn how to calculate the Funded Ratio and interpret funding levels to assess retirement readiness.
✔ Identify key strategies for underfunded retirements, including asset allocation, spending adjustments, and tax-efficient withdrawals.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
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.