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.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, LU, 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.
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.