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Title

Private Wealth Series - Breakfast Presentation with Wade Pfau

Event Description

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This session will focus on best practices from the probability-based and safety-first schools of thought on retirement income developed by financial planners and academics. The concept of safe withdrawal rates and the 4% rule developed from William Bengen's analysis of the U.S. historical data. After explaining his approach and further refinements to the core methodology, the session shifts to consider the impacts of a number of key issues and assumptions behind the 4% rule, such as the use of rising equity glidepaths in retirement. Ultimately, more sophisticated methods are required to manage the joint risk of longevity and market volatility, such as pooling risk through a guaranteed lifetime income contract. Guidance will be provided on thinking more broadly about a retirement income strategy that moves beyond studying sustainable withdrawal rates from a financial portfolio.

 

Bio:

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He also serves as a Principal and Director for McLean Asset Management and Chief Planning Strategist of software provider inStream Solutions. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, New York Times, Wall Street Journal, Time, Kiplinger's, and Money Magazine. He recently authored his first book, Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.

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Event Type

Society; Educational

Education Topic

Private Wealth Management

Start Time

10/13/2017 7:30 AM

End Time

10/13/2017 9:00 AM

City

Edmonton

State/Province

Alberta

Event Country

Canada

Event Region

Americas

Location Info

​Mayfair Golf Club​

Speaker

Wade Pfau

CE Credits

1

SER Credit

0

Currency

CAD

Member Price

$35

Non-Member Price

$40

Candidate Price

$35

Registration

 

All Day Event

 

Recurrence

 

Location

 

End

10/13/2017 9:00 AM

Attachments

Content Type: MyCFA Calendar
Created at 7/12/2017 9:57 AM by jmarage@cfacalgary.com[CASMSTS:username]
Last modified at 8/23/2017 2:05 PM by jmarage@cfacalgary.com[CASMSTS:username]