- Friday Sep 25, 2020
- Start Time: 12:00PM
- End Time: 1:00PM
- See meeting invite for Zoom access link!
Time: Friday, September 25, 2020 12:00 PM Mountain Time (US and Canada)
Topic: An Asset Repositioning Story for Funding Retirement Longevity
Understanding what retirees want and what keeps them up at night remain critical elements for financial professionals to solve for retirees. In this session, presented at FPA Annual Conference 2019, planners will learn about the myths and biases that surround these questions and how to protect retirement income that mitigates longevity risk. Mitigating longevity risk is an asset relocation story. Building asset location that creates both promised based and market based income sources that create a safe withdrawal rate from market based assets and a base level of income that cannot be destroyed or outlived. High priorities include income flow, discretionary liquidity, growth opportunities and legacy goals.Presentation Learning Objectives:
- Differentiate between asset allocation and asset relocation
- Compare Promised Based vs. Market Based income solutions
- Explain longevity risk and methods of asset relocation that mitigate this risk while providing superior income and growth outcomes
Approved for 1 CFP CE Credit!
Speaker: Curtis V. Cloke is an award-winning international speaker, educator and author as a retirement expert. His presentations are entertaining, inspirational and educational. Curtis serves as an Adjunct Instructor for The American College of Financial Services as part of the educational team of experts who helped develop curriculum and content for the new online RICP (Retirement Income Certified Professionals) designation program. In 2009, Curtis was also recognized as a top five finalists for “Advisor of the Year” by Senior Markets Advisor Magazine. Lastly, he develops retirement software for the industry and has a deep knowledge of the math and science.
Join Zoom Meeting by clicking on the link in the email sent September 18th before the event starts at 12pm!
