Webinar on September 30: Reasonable Portfolio Return Assumptions In Today’s Market

On Tuesday, September 30, from 1pm to 2:30 Eastern time, I will be presenting a webinar with Watermark Adviser Solutions. Anyone is welcome to attend, but please understand that the presentation is technically meant for financial advisers.
The webinars have limited capacity, and previous webinars 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.

This webinar is about estimating portfolio return assumptions, and there will be lots of new material included. 

To register for this event, please follow this link:

Reasonable Portfolio Return Assumptions In Today’s Market

We hope you will join us.

Here is a general description:

As many know, there is a significant demand for financial advisers to evolve from providing only wealth management. We hear and believe that advisers should also offer retirement income planning as it is particularly relevant given the needs of today’s investors. The difference between traditional wealth management and retirement income planning is that traditional wealth management is only focused on growing wealth without regard to how the wealth will be used. Retirement income planning is a more complex planning problem which recognizes the need to sustain an income stream from the investment portfolio over the long-term. This is the situation facing thousands of investors today who are quickly approaching or already in retirement.

In addition, these investors face today’s low interest rate environment, where investment returns can be expected to be less than their historical averages. What was a reasonably conservative return assumption for investors in the early 1980s, since interest rates were much higher at that time, is likely much too high for a prudently invested portfolio looking forward from today over the next several years. There appears to be numerous ways that exist for estimating future stock returns, and experts disagree about which is the most appropriate. Some of the methodologies can even become quite technical.

During this webinar, our Director of Retirement Research, Dr. Wade Pfau, will look to identify a few basic methods which will give a broad range about future stock and bond returns in order to provide a good indication about the possibilities for today’s investors. The goal of our webinar is to help our financial adviser audience not only continue to understand a framework for retirement income planning, but also identify more accurate methods to use in the planning process with their clients.