Joe Tomlinson, FSA, CFP(R)
"Building Sustainable Retirement Plans"
David Blanchett, PhD, CFA, CFP(R)
"No Portfolio is an Island"
"Reassessing Risk Assessment"
Quarterly Super CE Event
Coming all the way from Greenville, Maine, Joe Tomlinson is the opening act for our Super CE meeting. Joe will discuss the practical aspects of Building Sustainable Retirement Plans for our clients by incorporating various tools and strategies such as dynamic withdrawals, smoothing techniques, asset allocation glide paths, SPIAs, and reverse mortgages.
The headliner, Morningstar’s David Blanchett, presents No Portfolio is an Island. He presents a holistic approach to optimal portfolio allocation decisions by considering total wealth, liability risks, investor preferences, taxes and investment duration.
David’s second presentation, Reassessing Risk Assessment, builds upon what we learned in his first presentation. Risk capacity, time horizon, funded status and risk behavior are discussed to provide advisors with a framework to better determine a client’s appropriate level of portfolio risk.
Who should attend/Benefits/Teasers: Financial Professionals concerned about confidently helping clients successfully plan for their secure retirement income
Our profession uses evidence based research to support financial planners who fully understand what really works when strategically planning for retirement income options
Location: Phoenix Country Club
Date and Time: Feb 22nd, 2 – 6 pm with networking social following CE program
CE: Approved for 3.5 hours of CFP(R) CE; pending 3 hours CE(R) for AZ State Dept. of Ins.
Price: Members: $28, Non Members: $45, First time guests $25
First 25 registrants receive VIP status