Saturday, March 22, 2025
Online Only
9:30 am –10:15 am (Central Time)
Income Investing SIG Meeting
Update on Income Portfolio
with John O'Keefe, AAII Houston
Following a review the performance of the AAII Houston Income portfolio, John will update us on changes in fund families including exchange traded, closed end, and mutual.
10:30 am – noon (Central Time)
Determining Your Retirement Income Style
with Wade Pfau, Ph.D. CFA, RICP, RISA
Wade will highlight the distinct challenges in retirement planning including longevity risk and market uncertainty, requiring approaches different from wealth accumulation. He outlines four key income strategies-Total Return, Time Segmentation, Income Protection, and Risk Wrap-each catering to varying risk tolerances and goals. He will explain the importance of risk pooling, understanding sustainable withdrawal rates, and utilizing tools like the Retirement Income Style Awareness (RISA) framework to tailor strategies based on factors like flexibility, reliability, and risk preferences.
Your takeaways from this presentation include:
- Retirement investing needs to be approached differently from investing in accumulation
- There are multiple viable approaches for retirement income
- The "right" approach for you depends on your person style
- RISE factors identify the starting point for strategy discussion
Presentation: A copy of Wade's presentation may be accessed from the AAII Houston website – aaiihouston.org.
Registration: This meeting will be online only. Please register for the meeting at AAII Houston March Chapter Meeting. Registration is free for everyone. After registering, you will receive a confirmation email containing information about joining the meeting.
Wade D. Pfau, PhD, CFA, RICP®, is the founder of Retirement Researcher, an educational resource for retirement income planning. He co-founded the Retirement Income Style Awareness tool, co-hosts the Retire with Style podcast, and is the director of retirement research at McLean Asset Management. Additionally, he serves as a Research Fellow, professor of practice, and has authored over 60 research articles and four books.
Dr. Pfau holds a doctorate in economics and a master's degree from Princeton University, along with Bachelor of Arts and Bachelor of Science degrees from the University of Iowa. His work has been recognized by prominent publications and earned him several industry accolades.
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WALTER STEETS
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