Tuesday, September 28, 2021 | 12:00 PM — 1:30 PM EDT
REN 5th Anniversary Retirement Financial Planning Symposium
Wade Pfau, Ph.D.,CFA
Professor of Retirement Income, The American College
Former Regional Communications Director at the Social Security Administration
Head of Retirement Research for Morningstar Investment Management LLC
You’re cordially invited to an exclusive virtual Retirement Financial Planning Symposium to help us celebrate the 5th anniversary of the Retirement Experts Network. Over the last five years, we’ve had the privilege of bringing the expertise of thought-leaders and scholars to thousands of financial professionals across the country. And we’re just getting started.
We’re thrilled to welcome back four of our most distinguished guests from the platform for a wide-ranging discussion on some of the most salient topics encountering financial planning professionals and their clients today. Please note: 1.5 CE credits will be provided for eligible attendees CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
During the symposium, our renowned guest experts will discuss:
- Determining Retirement Income Style — Understanding underlying retirement income factors and how to link retirement income styles to the four main strategic approaches that satisfy retiree preferences. Presented by Wade Pfau, Ph.D., CFA, RICP, Professor of Retirement Income, The American College
- Strategies for Maximizing Social Security — Identifying methods to maximize benefits and how federal changes to claiming strategies in recent years can impact expected guaranteed funds and retirement income planning. Presented by Kurt Czarnowski, Former Regional Communications Director, Social Security Administration
- Estimating “the End” of Retirement — Determining the accuracy of subjective mortality estimates for a financial plan and how to approximate a reasonable retirement period that considers personalized mortality and the probability of success. Presented by David Blanchett Ph.D., CFA, CFP®, Head of Retirement Research, QMA LLC
*RMF does not offer legal services.
- Home Equity Monetization and Long-Term Care Planning — Evaluating both short-term approaches for immediate care needs, as well as long-term financial planning options utilizing strategic home equity solutions to help clients age safely in place. Presented by Stephen R. Pepe, JD*, Reverse Mortgage Specialist, Reverse Mortgage Funding LLC