AAII Houston Chapter

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Houston Chapter October Meeting - Session 2 with Wade Pfau 

11-03-2022 12:33

Financial Planning For and In Retirement

People are finding it more and more difficult to figure out how to plan for retirement – how to save while working and how to convert their savings into sustainable income for the rest of their lives. To be sure, making the right decisions is an exceedingly complicated task, but it is not impossible.  In this presentation, Wade will identify various risks to retirees outliving their savings and then review and evaluate strategies for safely spending from the portfolio.


Wade Pfau,
Ph.D,CFA, RICP, is the founder of Rtirement Researcher.  He is the Professor of Retirement Income at The American College of Financial Services, a  higher education institution for financial planners. He is author of the book “Retirement Planning Guidebook” (Retirement Researcher Media, 2021). He earned a Ph.D. in economics from Princeton University in 2003 with a dissertation about Social Security reform and 

became a CFA charterholder in 2011

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