Advising Clients Through the Controllable Factors and Uncontrollable Risks of a Retirement Spending Plan 2021 | Investments & Wealth Institute | 14 October 2021 | Virtual Event
Venue
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| Event Date | Thu Oct 14 EDT (about 3 years ago) |
| Location | Virtual Event |
| Region | Americas |
Details
A critical element of a successful retirement spending plan is creating consistent and sustainable income. When creating a plan there are four main variables you can control: the client’s retirement age, pre-retirement contributions, retirement income amount, and the asset allocation of the portfolio. After identifying a spending plan based on what clients can control, the plan is still exposed to four major uncontrollable risks: longevity, market returns, inflation, and portfolio shocks.
This session uses Monte Carlo analysis to help you better understand the impact of changing the factors clients can control as well as how sensitive the portfolio may be to uncontrollable risks. Additionally, we’ll evaluate the efficacy of adding a registered indexed linked annuity with guaranteed lifetime income to a traditional equity and bond portfolio to help clients better handle the uncontrollable risks they will face in retirement.
Speakers
2021 Speakers
Mark Paulson
Vice President, Hedge Business Development Allianz Investment Management
Greg Goin, CFP®, CIMA®, CLU®, CRPC®
Regional Vice President, RIA & Institutional Markets Allianz Life Financial Services, LLC
Sponsors & Partners
2021 Sponsor
• Allianz