Education Luncheon
Join us on Wednesday, September 24, 2025
“How to Make "Safe" Systematic Withdrawal Programs Even Safer: Lifetime Income Designed for Managed Accounts” with Guest Speakers from PGIM — Dan Gutman and David Blanchett.
Join us for an insightful session designed specifically for CFA’s exploring the evolving landscape of retirement income planning. Despite the well-known risks of outliving retirement savings, adoption of lifetime income strategies remains low.
- Provide a brief overview of today’s most common retirement withdrawal strategies and their key considerations.
- Introduce the emerging role of insurance overlays—a new category of lifetime income solutions that integrate seamlessly into existing portfolios while preserving asset control and investment flexibility.
- Highlight how these solutions can deliver higher income potential, supported by Monte Carlo analysis, especially over longer retirement horizons.
- Share compelling data showing strong interest from both clients and advisors, with 85% of target consumers and 68% of advisors recognizing the value of insurance overlays.
SCHEDULE:
12:00 – 1:30 PM
30-40 minute presentation followed by Q&A.
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $40.00
1.5 CE Credit awarded for CFA Society Hartford members.
SPONSORED BY
Prudential Retirement Strategies
Guest Speakers from Prudential Retirement Strategies— Dan Gutman and David Blanchett.
Dan Gutman is a Managing Director at PGIM, bringing extensive expertise in institutional investing and strategic client solutions. With a deep understanding of market dynamics, Dan helps shape investment strategies that drive long-term success.
David Blanchett, Ph.D., CFA, CFP®, is the Managing Director and Head of Retirement Research at Prudential Retirement Strategies. A nationally recognized thought leader, David’s research focuses on retirement planning, wealth management, and financial economics, and he is widely published across leading industry journals.
Together, Dan and David bring a wealth of knowledge and perspective on today’s investment landscape.