APViewpoint Webinars offer advisors the opportunity to gain insights on the markets, financial planning and practice management from some of the industry’s most respected thought leaders. All sessions offer plenty of time for live Q&A along with follow up discussion on APViewpoint. Some webinars also offer CE credits for live attendees—see webinar listings below for details.

 

Upcoming Complimentary APViewpoint Webinars

Our upcoming webinar: A Debate on the DOL Fiduciary Rule with Tom Hegna and Knut Rostad has been moved to September 7th. We will have registration available later this month. Please check back then. Thank you.

The Impact of Dynamic Approaches on Optimal Retirement Income Strategies


Researchers often assumes that retirees make decisions only at or just before retirement. But retirees and their financial advisors can dynamically adjust strategies over time. Doing so improves the likelihood of financial success in retirement.

This presentation will explore:

  • Why dynamic models result in higher retirement spending rates
  • Which withdrawal approaches work best
  • Why annuities are less important in a dynamic framework
  • How to make optimal portfolio allocations

David will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.


David Blanchett

David Blanchett

David Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he works to enhance the group’s consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. His research has been published in a variety of industry and academic journals and received a number of awards. He is a frequent speaker at national conferences and is regularly quoted in the national media.


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Recent Complimentary APViewpoint Webinars

A New Approach to Sustainable Spending in Retirement


The probability-based school of thought on retirement income investing, with its emphasis on total-portfolio return, has dominated financial planning since the 1990s. But is it still relevant today? In this session, Wade will examine the core methodology and assumptions behind this approach and discuss how time-segmentation strategies offer a more holistic alternative. Advisors will learn:

  • Why longstanding assumptions about safe withdrawal rates and the “4% rule” may no longer be relevant;
  • How time segmentation allows clients to use varied investment strategies and vehicles to generate needed income during different phases of their retirement;
  • How time segmentation helps advisors deliver more customized, needs-based retirement-income planning solutions for their clients.

Wade will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.


Wade Pfau, Ph.D., CFA

Wade Pfau, Ph.D., CFA

Wade Pfau is a professor of retirement income in the Ph.D. program for financial and retirement planning at The American College in Bryn Mawr, PA. He also serves as a principal and director for McLean Asset Management and chief planning strategist for software provider inStream Solutions. He hosts the Retirement Researcher website, and is a columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for the Wall Street Journal. He recently authored his first book, Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.


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