"Redefining the Optimal Retirement Income Strategy"

When:  Sep 12, 2023 from 12:00 PM to 02:00 PM (ET)
Associated with  CFA Society Columbus

Retirement is seldom as simple as assumed in research and financial planning tools.  This presentation will review a cohesive series of models designed to improve retirement income projections that incorporate spending flexibility implemented with a dynamic spending where optimal strategies are determined using an expected utility model based on prospect theory.  This framework can result in guidance that is significantly different than models using basic assumptions, especially approaches relying on probability of success-related metrics.

Location

Sheraton on Capitol Square
75 E. State Street
Columbus, OH 43215