Webinars
March 18, 2020

Best Practices for Retirement Income – hosted by Wade Pfau

Wednesday March 18; 11:00am-12:00pm PST

As the baby boomers reach retirement, advisors must solve new problems for clients. As clients shift their focus from maximizing wealth to creating sustainable retirement income, clients face a greater range of risks, and clients increasingly must solve a complex lifetime financial problem. Key retirement risks include longevity risk, market and the newly emergent sequence of returns risk, and personal spending shock risks. Each risk requires different income tools and risk management techniques. Two distinct schools of thought have emerged within the retirement income world: probability-based approaches and safety-first approaches. This presentation considers how different retirement income tools can be combined to build more efficient retirement strategies in a way that best integrates aspects from both schools of thought.

In this one-hour session, you will:

• Differentiate between the accumulation and distribution phases of retirement planning

• Understand key retirement risks

• Survey the retirement tool landscape with respect to investments and/or insurance.

Wade D. Pfau, Ph.D., CFA, RICP, is the curriculum director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. He is also a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. He is the author of the books, Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.

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March 26, 2020

HECM for Purchase Realtor Certification Course

Thursday, March 26; 10:00am-12:00pm PST

Learn how you can sell more homes by offering the HECM for Purchase Program to your clients 62+.

Imagine showing someone how to purchase their Dream Home with as little as 50-60% down and never having to pay a monthly mortgage payment!

Register Here
29.05.19

HECM: Magic in Retirement

Led by industry expert Steven Thomas, this webinar will explore the use and application of the Home Equity Conversion Mortgage (HECM) from a financial planning standpoint. 

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01.11.19

HECM for Purchase Realtor Certification Course

Learn how you can sell more homes by offering the HECM for Purchase Program to your clients 62+.

Imagine showing someone how to purchase their Dream Home with as little as 50-60% down and never having to pay a monthly mortgage payment!

Register Here
10.12.19

HECM for Purchase Realtor Certification Course

Tuesday, December 17th, 10am-12pm PDT

Learn how you can sell more homes by offering the HECM for Purchase Program to your clients 62+.

Register Here
11.12.19

The Convergence of Health Care and Financial Planning | Presented by Peter Stahl, CFP®

Wednesday, December 18th, 11am-12pm PDT

In this webinar led by Peter Stahl, CFP®, we will discuss the following points of convergence between health care and financial planning

Register Here