Recently, there have been many challenges to the traditional retirement spend down model. Today’s market environment provides even more uncertainty and greatly affects the way clients make key financial decisions. There is more anxiety, and many believe that they may not have the funds needed to retire in a way they had hoped. Join moderator Ross Levin and expert panelists William Reichenstein and Steve Vernon as they sort through strategies and provide new ways to approach client conversations around retirement and income.

Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

Determine strategies and provide new ways to approach client conversations around retirement and income
Identify the challenges to the traditional retirement spend down model

FPA Annual Conference 2018: Retirement Distribution Strategies

Speaker Information

Ross Levin, CFP  [ view bio ]

William R. Reichenstein, CFA  [ view bio ]

Individual topic purchase: Selected