January 24, 2019
FPA Central Ohio presents A New Perspective on Retirement Income Planning
presented by Michael Finke, Ph.D, CFP®
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
Joint FPA/CFA Society Lunch Program
Dr. Michael Finke, CFP®, is Chief Academic Officer at The American College of Financial Services and is a nationally renowned researcher with a focus on the value of financial advice, financial planning regulation, investments and individual investor behavior. Finke has published more than 50 peer-reviewed articles and is widely quoted in many of the nation’s leading consumer publications, including The Wall Street Journal, The New York Times, Time, and Money Magazine.
Advisors often view retirement income planning through the lens of the 4% rule, but changes in longevity and a lower-return environment challenge conventional wisdom about safe withdrawal rates. This presentation will discuss what it means to take risk with an investment portfolio in retirement, how high prices for bonds and stocks will impact withdrawal rate projection, and the actual risk of health care expenses. The presentation will conclude with strategies to deal with a new retirement reality including a discussion of qualified longevity annuity contracts.
THURSDAY, January 24, 2019, The Fawcett Center, 2400 Olentangy River Road - Ballroom
11:30am - 12:15pm - Registration/CE Sign-in/Lunch served
11:55am - 12:15pm - FPA and CFA Society announcements
12:15pm - 1:15pm - Program (complete attendance for CE credits is required)
Registration is closed, no late or on-site registrations can be accepted.
Fawcett Center FPA Parking Pass - January 2019 (be sure to click on the pass, print to bring to meeting and put on driver's side dash board)
Members - $25, Non-members/Guests - $50, Student Non-members - $25
Student Nonmembers may attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit.
Student Members - No charge!
Season Pass Holders - No charge! Member's ONLY Click here to Purchase a 2018 Season Pass
We have requested 1 hour of CFP CE from the CFP Board and 1 hour of Ohio Insurance CE credit. Please arrive prior to 12:15pm to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on January 18, we cannot guarantee availability after that date. Cancellations accepted up until NOON on January 18, after that no refunds or credits will be given.