fbpx

Loading Events

« All Events

  • This event has passed.

A goal-based approach to retirement income planning

September 17, 2024 @ 11:00 am - 12:00 pm

Join Michael Finke, Professor and Frank M. Engle Chair of Economic Security, The American College of Financial Services, for insights into goal-based retirement planning. You’ll learn about:

  • Developing customized retirement income plans through a goal-based process
  • Managing lifestyle volatility, not just portfolio numbers

Understanding lifestyle tradeoffs related to investment and longevity risk