This presentation will discuss what it means to take risk with an investment portfolio in retirement, how high prices for bonds and stocks will impact withdrawal rate projection, and the importance of creating a plan for funding essential expenses.
The presentation will conclude with strategies to deal with a new retirement reality to maximize income from retirement wealth..
Michael Finke, PhD, is Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He joined The College in June 2016, having served since 2006 as a professor and PhD coordinator in the Department of Personal Financial Planning at Texas Tech University.From 1999 through 2006, he served as the director of graduate studies at the University of Missouri.
Finke is a nationally renowned researcher on the modern approach to retirement income planning and the science of creating a satisfying retirement. He was named to the 2012 Investment Advisor IA 25 list and the 2013 and 2014 Investment News Power 20. His research conducted with The American College professor, Wade Pfau, questioning the 4% rule was published in the Journal of Financial Planning and won the 2014 Montgomery-Warschauer award for the most influential article in the publication. He had previously won the award with Thomas Langdon in 2013. He was also selected to present his research on financial literacy and aging at the 2015 MIT Center for Finance and Policy Conference.
Finke received a doctorate in consumer economics from The Ohio State University in 1998 and in finance from the University of Missouri in 2011, and his CFP® in 2006.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Centerr
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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