Webinar Registration

The Four Buckets Framework:
A Post-COVID Shift in Retirement Income Planning

Date: Tuesday, December 16, 2025 at 1:00 PM ET

CE Eligible

Duration: 75 minutes

Ethan Lohr, CFP

Financial Planner | Partner Lohr & Company

Ethan is a graduate of James Madison University. He started practicing early for his career, at the age of six, advising his siblings on their savings with the help of a trust calculator Ethan is most fulfilled when he’s using the Four Buckets framework to clients navigate the transition into retirement and begin a very different season of life.

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When the markets crashed in early 2020, many retirees didn’t panic because of poor planning — they panicked in spite of strong plans.

In this thought-provoking webinar, Ethan Lohr, CFP® shares how the uncertainty of the pandemic revealed a critical flaw in traditional retirement planning: while sophisticated projections and Monte Carlo simulations satisfy logic, they often fail to support the emotional weight clients carry into retirement.

Ethan will walk us through The Four Buckets Framework, a modernized income planning approach built to help clients:

Understand their retirement income sources in a deeply intuitive way.
Balance the desire for safety, growth, and legacy — without sacrificing confidence.
Embrace secure income tools like annuities without the stigma or skepticism.

Based on lessons learned from his own transition from product-skeptic to pragmatic planner, and wisdom passed down from a trusted mentor — his father — Ethan will explore how to transform fear into clarity and planning into behavior.

If you advise clients navigating retirement or nearing the transition, this session will equip you with a simple yet powerful framework to strengthen your client conversations — and their plans.