Speaking Inquiries

I am available for consultations, writing, teaching, and public speaking on retirement planning and retirement income strategies. Please feel free to contact me about this.


Sample Speaking Topics

  • Navigating the Efficient Frontier for Retirement Income
  • Understanding the Origins and Pitfalls of Safe Withdrawal Rates
  • Two Schools of Thought on Retirement Income
  • Pros and Cons of Retirement Income Tools from Fixed Annuities to Systematic Withdrawals
  • Safe Savings Rates
  • Exploring the Underlying Assumptions of Safe Withdrawal Rates 
  • Best Practices in Retirement Planning

Speaking Schedule for 2014

  • Advisors4Advisors Webinar 
  • Mercer Advisors (Santa Barbara, CA)
  • FPA National Capital Area Winter Symposium (Dulles, VA)
  • CUNA Brokerage Services, Inc.’s Annual Meeting, FOCUS 2014 (St. Louis, MO)
  • CFA Institute Local Chapter (Edmonton, CA)
  • Retirement Industry Conference - SOA, LIMRA, and LOMA (Chicago, IL)
  • Texas Tech University (Lubbock, TX)
  • FPA New Jersey Symposium (Islin, NJ)
  • Financial Advisor Retirement Symposium (Las Vegas, NV)
  • CFA Institute Annual Conference (Seattle, WA)
  • One America (Indianapolis, IN)
  • FPA Massachusetts Symposium (Boston, MA)
  • Stanford Center on Longevity (Palo Alto, CA)
  • FPA Southern California (Los Angeles, CA)
  • Doris Duke Performing Artist Awards (New York, NY)
  • LIMRA Advanced Sales Forum (Chicago, IL)
  • FPA Far West Roundup (Santa Cruz, CA)
  • FPA Central Mississippi (Jackson, MS)
  • FPA Gulf States Symposium (Biloxi, MS)
  • Insider's Forum (Dallas, TX)
  • NAPFA Northeast/MidAtlantic Region Webinar
  • FPA BE (Seattle, WA)
  • FPA Houston Symposium (Houston, TX)
  • Academy of Financial Services Conference (Nashville, TN)
  • FPA Minnesota Symposium (Minneapolis, MN)
  • Bogleheads (Philadelphia, PA)
  • Retirement Income Industry Association Conference (Charlotte, NC)
  • Retirement Management Executive Forum (Philadelphia, PA)

Radio (or Video) Interviews


Selected Past Speaking Engagements

  • FPA Experience
  • National Association for Personal Financial Planners Annual Conferences
  • AICPA Advanced Personal Financial Planning Conference
  • InvestmentNews Retirement Income Summit
  • Insider's Forum Conference
  • FPA Local Chapter Symposiums: Portland, Seattle, Phoenix
  • FPA Local Chapter monthly meetings: Providence, Des Moines, Albany
  • Texas Tech University,California Lutheran University, Iowa State University
  • IFID Centre
  • Society of Financial Service Professionals (FSP) Webinar
  • Advisors4Advisors Webinar
  • Retirement Management Executive Forum
  • Retirement Income Industry Association


Testimonials

“And that’s what makes Pfau’s presentation so valuable. He is a great teacher. He connects the dots in complicated statistical analysis to make the topic easy to understand…

Pfau… whose research in the years ahead is sure to have significant influence on financial planners, insurance agents, CPAs, investment advisors, wealth managers, product manufacturers, and other segments of the financial advice industry.
 
Pfau — an academic with no interest in selling product or protecting the provinces that have long characterized the financial advice business”
 
Andrew Gluck, Founder and CEO of Advisor Products, Inc., May 19, 2012 Advisors4Advisors column

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