Retirement Income Masterclass with retirement income expert Wade Pfau when he shares his research that identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style. Wade's presentation will introduce a workable retirement model by showing how the factors connect to four main retirement income strategies: systematic withdrawals with total return investing, risk wrap with deferred annuities, protected income with immediate annuities, and time segmentation.
01.24.2023 - RISA - Session 2 - pt1
01.24.2023 - Risa - Session 2 pt2
Drive Growth and Deeper Client Relationships with the RISA - Session 2