May 23 2018 - FPA Webinar - Extending the Adviser's Alpha Conversation: From Assets to Income
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5/23/2018
When: Wednesday, May 23, 2018
2 to 3:00 pm ET
Where: United States

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FPA Webinar: Extending the Adviser's Alpha Conversation: From Assets to Income

 

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

The need for retirees to implement informed portfolio spending strategies is more critical and complex than ever. Join Hank Lobel, CFA, CFP®, an investment analyst with Vanguard’s Investment Strategy Group, for this webinar as he takes an in-depth look at Vanguard’s three-pronged retirement spending strategy that can be customized to meet your clients' unique goals.

Course Objectives
* Develop a prudent spending rule tailored to each retiree's unique goals
* Construct a broadly diversified retirement portfolio
* Implement tax-efficient withdrawal strategies


Credit Information: FPA: 1 hour CFP CE
 
Event Information

Start Time: May 23, 2018 2:00 PM Eastern

Estimated Length: 1 hour

FPA Member Price: Free
Non-Member Price: $49.00

 

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