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Event Date Wed Dec 8 UTC (over 1 year ago)
In your timezone (EDT): Wed Dec 8 3:00am - Wed Dec 8 3:56am
Location Online
Region All

Join us for a special CFP CE approved presentation that explores retirement spending options, including new dynamic spending capabilities that automatically respond to unpredictable markets, and learn how to incorporate these strategies into your financial planning process. This session is hosted by RightCapital, an integration partner of Morningstar Office. During this presentation, we will:
• Provide an overview of retirement spending strategies.
• Cover inflation-based, staged spending, and retirement spending smile.
• Highlight guardrail and floor/ceiling dynamic spending capabilities.
• Explore a case study modeling various retirement spending options.


2021 Speakers

Vincent Florack
Director Of Strategic Partnerships, Morningstar

Daniel Gregoire
Manager of Training & Onboarding Teams, RightCapital