Upcoming Webinars

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

The Financial Planner’s Ethical Success® program provides a practical approach to learning the ethical standards of professional conduct and responsibility in an interactive format through the use of real-life scenario cases.

After this two-hour session, attendees will have a concrete understanding of the dos and don’ts of working with your clients ethically as a CFP® Professional.

This session will:

• Review the elements of fiduciary standards and when they apply
• Deliver guidelines to help you determine if financial planning or materials elements of such are being provided
• Help you determine when to communicate potential conflicts of interest
• Explain compensation disclosure requirements to clients and potential clients
• Review, interpret, and apply the principles, rules, practice standards and other critical elements of the Standards of Professional Conduct