Virtual Event

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Event Date Fri Nov 12 EST (in 21 days)
Location Virtual Event
Region All

Sequence-of-returns risk amplifies the impacts of investment volatility when taking distributions from a volatile investment portfolio in retirement. There are four techniques for managing this sequence risk: reduce the spending rate, adjust spending to portfolio performance, reduce portfolio volatility in the early retirement years, and draw from a buffer asset outside the portfolio to support spending when the portfolio is underperforming.


2021 Speakers

Harlan Accola, CRMP
National Reverse Mortgage Director, Fairway Independent Mortgage

Wade Pfau, PhD, CFA, RICP
Professor Of Retirement Income, Financial & Retirement Planning PhD Program

Sponsors & Partners

2021 Sponsors

• Fairway
• Insperity
• Customers Bank
• OneAmerica
• CalSurance