As I mentioned in my last post, I will be presenting two follow-up free webinars during June as a part of Watermark Adviser Solutions. I've got an updated presentation on Safe Savings Rates to present on June 18, and on June 26 I'll use the same slides as the May 20 webinar in order to continue where I left off before with exploring ways to reduce sequence of returns risk in retirement. Anyone is welcome to attend, but please understand the the presentations are technical meant for financial advisers.
The webinars have limited capacity, and the last webinar did fill up quickly. If you sign up but then determine that you cannot attend, could you please consider cancelling your registration to make room for someone else? Thanks, and here are more details taken from the Watermark Adviser Solutions webpage.
TITLE: SAFE SAVINGS RATES WITH DR. WADE PFAU
DESCRIPTION: On June 18th, at 1:00 pm Eastern Time, Dr. Wade Pfau will be presenting on Safe Savings Rates which combines the pre- and post-retirement periods together to help clients understand how sequence risk can be reduced with more holistic thinking about the lifetime planning problem. His initial article on this research set his career on its current direction. It was featured in the Economist, and it won the inaugural Journal of Financial Planning Montgomery-Warschauer Editor’s Award. The research was also cited heavily in the write-up about his selection for the IA25 list in 2014.
The webinar is intended for financial advisers, but anyone is welcome to attend. However, it will be advanced material similar to what is usually provided on his blog. The event may last up to 90 minutes. Please join.
To register for this event, please go to:
Registration URL: https://attendee.gotowebinar.com/register/8474557698192835842
Webinar ID: 111-216-995
TITLE: NAVIGATING THE RETIREMENT INCOME DECISION: PART 2 WITH DR. WADE PFAU
DESCRIPTION: As a follow up to our May 20th event, where Dr. Wade Pfau addressed how individual investors are extremely vulnerable to the sequence of market returns experienced over their investing lifetimes, we will be hosting Part 2 in our Navigating the Retirement Income Decision Series. On June 26th at 1:00 PM Eastern Time, Dr. Pfau will be extending this discussion and how it applies to flexible spending strategies, valuation-based asset allocation, and sustainable withdrawal rates. For many, actual wealth accumulations and sustainable withdrawal rates will vary substantially for different retirees.
The webinar is intended for financial advisers, but anyone is welcome to attend. However, it will be advanced material similar to what is usually provided on his blog.
After a brief recap of how to help mitigate sequence risk and utilizing a rising equity glide path in retirement, Dr. Pfau will discuss variable spending strategies utilizing different solutions as well as in response to market and portfolio performance.
The webinar may last up to 90 minutes. Please join.
To register for this event, please go to:
Registration URL: https://attendee.gotowebinar.com/register/5189337900677269762
Webinar ID: 111-216-995
If you have any questions these webinars, please contact Marc Jimenez at Marc.Jimenez@watermarkadviser.com or 855-505-7688.
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