Allocating the portfolio for both income and growth may be challenging when building a retirement income plan today. Mitigating longevity, inflation and sequence of returns risk is a triple-play goal that most people wish to achieve. Understanding how to constrain assets that are held hostage to finance income, while also having more dollars to chase growth and discretionary liquidity, remain important. During this session we will discuss: Luck vs. Skill (Predictable vs. Unpredictable); The “Basket of Products Approach”; Promised-Based vs. Market-Based; How to "Buying Income and Investing the Difference; Agnostic Approach to a Hybrid strategies.

Level of Complexity: Intermediate

Course Information
Course Date:
October 03, 2018
Course Objectives
  • Defining the Illusion of Control
  • Pictorial measurements of the Retirement 4 L’s
  • Hybrid Strategies “More Income – More Growth”
FPA Annual Conference 2018: The Retirement Holy Grail of Income & Growth
Speaker Information
Curtis Cloke, RICP  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.