Determining Your Client’s Retirement Income Style

As the baby boomers reach retirement, financial professionals must solve new problems for clients.  Retirement income is different as clients shift their focus from maximizing wealth to creating sustainable income. Clients face a greater range of risks, including longevity risk, market and the newly emergent sequence of returns risk, and personal spending shock risks.  Join Wade D. Pfau, PhD, CFA, RICP® as he shares how to successfully integrate a broader range of retirement tools with strategies that manage new risks and accommodate different consumer preferences related to personal retirement income styles.