This course will be LIVE on: Thursday, May 21, 2026, 2:00 PM – 3:00 PM EDT.

Attend the upcoming LIVE WEBINAR without the need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. 

Retirement is the most expensive “purchase” faced by most individuals.

To properly forecast the value of assets during retirement, it is important to consider several other variables when estimating a person’s total retirement liability, such as their optimal replacement rate, their forecasted retirement period, and what it truly means to fail (or succeed).

Retirement professionals need to have a framework for understanding and projecting retirement costs for each client, and a process for better estimating the true cost of retirement.

In "Estimating the True Cost of Retirement' by David Blanchett, you will:

1. Gain a better understanding of the key variables required to estimate the cost of retirement;
2. Learn of a more effective approach for calculating an income replacement rate;
3. Learn of a better spending model to help you understand how expenses tend to change throughout retirement and the implications of these changes on the retirement need;
4. Discover today’s “safe” initial withdrawal rate.

Your presenter is David Blanchett, PhD, CFA, CFP®, Head of Retirement Research, Prudential Financial, Inc and a Portfolio Manager for PGIM.

David Blanchett, Ph.D., CFA, CFP®, is the head of retirement research for Prudential Financial, Inc. and a portfolio manager for PGIM. In his role, Blanchett focuses on advancing innovative retirement solutions to help improve outcomes for workers and retirees. As portfolio manager at PGIM, the global investment management business of Prudential, he is responsible for the portfolio management and investment strategy of target date and retirement spending solutions.

He is also an adjunct professor of wealth management at The American College of Financial Services and a research fellow for the Alliance for Lifetime Income. Blanchett has published over 100 papers in a variety of academic journals that have received a variety of awards. He is often featured across major publications and financial industry media. When David isn’t working, he’s probably out for a jog, playing with his four kids, or rooting for the Kentucky Wildcats.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

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. 

Overall Rating: 4.3 / 5

The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!