Through expert interviews and conversation, we aim to help families flourish in their long-term financial decision-making. To that end, we discuss the wide array of issues that influence successful financial planning, from building a family’s knowledge about investing, tax management and estate planning to living a healthy and active life with ageing.
Join us as we welcome Wade Pfau the program director of the Retirement Income Certified Professional® to discuss his work as a retirement researcher and how evolving retirement research can impact investors.
• The evolution of retirement planning and research
• Traditional financial plans that model out a 30 or 40 year retirement
• Comparing the risk of underspending in retirement to longevity risk
• Help for retirees approaching end-of-life or long-term care costs
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