Webinar Registration

Estimating the End of Retirement

Tuesday, May 18, 2021 | 12:00 PM — 1:00 PM EDT

The length of retirement is one of the most important assumptions in a financial plan; therefore, care should be taken that is estimated as accurately as possible.

Join David Blanchett, Ph.D., CFA, CFP®, Head of Retirement Research for Morningstar Investment Management LLC, for a special presentation, when he will explore a variety of topics related to estimating “the end” of retirement, including a review of life expectancy and its drivers, the accuracy of subjective mortality estimates, the actual assumptions used by financial advisors in financial plans, as well as a model that can be used to approximate a reasonable retirement period that considers personalized mortality and the probability of success.

Learning Objectives:

  • Understand how accurate subjective life expectancy estimates are, what objective factors actually matter, and what people tend to get wrong
  • Identify the implications associated with not considering personalized mortality factors, and the extent financial advisors currently consider them
  • Determine how to appropriately estimate the length of retirement for a financial plan assuming the outcome metric is the probability of success and retirement is assumed to last a fixed period
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

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