TOPIC: Part 1 continuing forum on annuities: Incorporating annuities into a customized retirement Income program
THEME: Developing your customized retirement income program
WHAT YOU WILL LEARN:
Differentiating between retirement accumulation and distribution strategies
Understanding protection as a specific Asset Class
Understanding which factors and preferences should be considered in developing a retirement income strategy
Learn how the Retirement Income Style Awareness assessment tool can help you choose among the different viable retirement income strategies
Learn how annuities can play a role in retirement income strategies
Learn about the different types of annuities, including income annuities to include single-premium immediate, deferred variable, registered index-linked, and fixed index annuities.
Wade D. Pfau, PhD, CFA, RICP® is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness tool and a co-host of the Retire with Style podcast. He also serves as a principal and the director of retirement research for McLean Asset Management. He also serves as a Research Fellow with the Alliance for Lifetime Income and Retirement Income Institute. He is a professor of practice at the American College of Financial Services and past director of the Retirement Income Certified Professional® (RICP®) designation program. He holds a doctorate in economics from Princeton University and has published more than sixty research articles in a wide variety of academic and practitioner journals. His research has been discussed in outlets including the print editions of the Economist, New York Times, Wall Street Journal, Time, Kiplinger's, and Money magazine.
Our presenter for the first part of the meeting topic will be Gilbert Ho. Gilbert will provide his monthly chart presentation for the economy and financial markets.
We look forward to seeing all of you online on Thursday July 18th at 4PM PCT/5PM Mtn/6PM Central/7PM East, and please use meeting registration link below to register for the meeting .
https://us02web.zoom.us/webinar/register/WN_RThnOKJjSjWpe56I2q682A
Todd Blickenstaff
President and Program Chairman
Portland, OR chapter
American Association of Individual Investors (AAII)
trblick@yahoo.com
Dr Eugen Trifan
PDX chapter Vice President
Co-coordinator Income and Cash Flow SIG Group
eut@hotmail.com
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TODD BLICKENSTAFF
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