The length of retirement is one of the most important assumptions in a financial plan; therefore, care should be taken that is estimated as accurately as possible. This presentation from David Blanchett, Managing Director and Head of Retirement Research for PGIM DC Solutions, will explore a variety of topics related to estimating “the end” of retirement, including a review of life expectancy and its drivers, the accuracy of subjective mortality estimates, the actual assumptions used by financial advisors in financial plans, as well as model that can be used to approximate a reasonable retirement period that considers personalized mortality and the probability of success.
*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.
