Date(s) - November 4, 2020
11:30 am - 1:00 pm
While investing for retirement is different than investing for accumulation, the financial planning field has not developed the appropriate tools to identify your retirement income preferences and how this can better identify retirement solutions for you. During this presentation, we will quantify various retirement income dimensions. We will also show how these dimensions can be captured reliably and help identify appropriate retirement income strategies for individuals. By identifying your retirement income style and matching them with retirement income strategies that exhibit those underlying characteristics, we can better identify solutions for clients.
About The Speaker:
Alex Murguia, Ph.D. is the CEO of Retirement Researcher and Managing Director of McLean Asset Management. He has written in numerous industry journals such as the Journal of Financial Planning and has been recognized nationally for his work. He has also been interviewed and quoted for his thoughts about retirement, financial technology and wealth management in various industry and widely distributed publications such as the New York Times and the Wall Street Journal and is a frequent speaker at various industry conference. He has also founded a financial planning software used across the industry.
*Please note the change in time for this meeting*