Venue
Virtual Event

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

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.

Speakers

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
• LIFE HAPPENS
• Insperity
• SMA
• Customers Bank
• OneAmerica
• CalSurance