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Off With Your (Rule of) Thumbs! - Michael Falk

Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, “immunize before we optimize”.

There are several well-accepted schools of thought used today by many professionals for retirement planning.

Based on his belief that it is important to “immunize before you optimize” for retirement income, Michael Falk invites attendees of this one-hour session.

In “Off with Your (Rule of) Thumbs!” Michael Falk will help you re-evaluate the wisdom of:

  • Targeting an income replacement rate
  • Using the 4% Rule as a primary income strategy
  • Retiring to take advantage of outdated or artificial constructs
  • Selecting asset allocation based on age
  • Using long-term care insurance

Your presenter is Michael Falk, CFA, CRC®, Partner with the Focus Consulting Group – Behavioral Finance & Investment Management Expert.

Michael Falk, CFA, CRC® - Behavioral Finance Expert & Retirement ContrarianMichael Falk was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a a multi-faceted understanding of behavioral finance and retirement issues.

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) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Overall Rating:   4.3 / 5Off With Your (Rule of) Thumbs! - Michael Falk

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.


Off With Your (Rule of) Thumbs! - Michael Falk


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