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Estimating the True Cost of Retirement - David Blanchett

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

In order 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 this one-hour session, you will learn:

  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. Explore how efficient accumulation portfolios are not the same as efficient retirement portfolios.

Your presenter is David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar Investment Management

David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar Investment Management

David conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.

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

1.5 hrs CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Estimating the True Cost of Retirement - David Blanchett

Overall Rating: 4.3 / 5

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


Estimating the True Cost of Retirement - David Blanchett


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