David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC.
He has published over 100 papers in a variety of industry and academic journals that have received a number of awards. He is currently an Expert Panelist for the Wall Street Journal, an Adjunct professor of Wealth Management at The American College, and a member of the ERISA Advisory Council. He recently earned the Best Research Award for the Annual Research Track at the 2020 Financial Planning Association Annual Conference.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs You are responsible for reporting all other certifications for CE credit.
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