Looking for a reliable way to help clients preserve purchasing power in retirement? Learn how to construct and implement a Treasury Inflation-Protected Securities (TIPS) ladder with confidence.
In this hands-on session, financial planner Jay Abolofia, PhD, CFP®, will walk you through the essentials of building a TIPS ladder—from strategy to execution—so you can align client portfolios with inflation-adjusted income needs.
You’ll learn:
- When and why to consider a TIPS ladder vs. other income strategies
- How to source and select TIPS based on maturity, yield, and inflation coverage
- Step-by-step ladder construction using real tools and platforms
- Common pitfalls and how to avoid them
- How to integrate a TIPS ladder into broader financial plans
Whether you're serving retirees, near-retirees, or just want to sharpen your fixed income toolkit, this session will leave you with practical, repeatable strategies to use right away.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA and EA members will earn1.0 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.
