Webinar: Principal® Retirement Income Academy Speaker Series

WEBINAR ENDED

About This Webinar

No one could have predicted the past year or the challenges it presented. A global pandemic and recession caused many to take a major financial hit. As your clients navigate forward, they may be looking to you for reassurance – and for solutions that can help. We’re here to support you and offer resources during this unprecedented time.

Michael Finke, PhD, CRP® - Retirement Income Strategy expert and Chief Academic Officer, The American College of Financial Services, will be joined by David Blanchett, CFP® - Managing Director and Head of Retirement Research for QMA, for a conversation on creating a tax-efficient retirement distribution plan.

Agenda

Featured Presenters

Michael Finke, PhD, CRP®

Retirement Income Strategy expert and Chief Academic Officer, The American College of Financial Services

Michael Finke, Ph.D., CFP® is the Dean and Chief Academic Officer at The American College of Financial Services. Dr. Finke completed his doctorate in consumer economics at The Ohio State University in 1998 and in finance from the University of Missouri in 2011.

Before serving as the Dean and Chief Academic Officer, he was the director of the Retirement Planning and Living Center program and the director of graduate studies at Texas Tech and at the University of Missouri.

His research includes studies of retirement savings and investment behavior, optimal retirement income and annuitization strategies, regulation of financial advice, financial literacy in old age, and most recently of life satisfaction among retirees. He received the award for the most influential paper published in the Journal of Financial Planning in 2013 and 2014.

Dr. Finke also writes monthly articles translating academics topics for practitioners in his role as contributing editor for Research Magazine. He is a frequent speaker at academic and financial services conferences on retirement topics and is considered one of the leading experts on income strategies and planning issues related to aging.

David Blanchett PhD, CFA, CFP®

Managing Director and Head of Retirement Research, QMA

David Blanchett, PhD, CFA, CFP®, is Managing Director and Head of Retirement Research, DC Solutions for QMA. Prior to joining QMA he was the Head of Retirement Research for Morningstar Investment Management LLC and before that the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company.

David has published over 100 papers in a variety of industry and academic journals. His research has received awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Financial Planning Association (2020), the International Centre for Pension Management (2020), the Journal of Financial Planning (2007, 2014, 2015, 2019), and the Retirement Management Journal (2012). He is a regular contributor to the Advisor Perspectives, ThinkAdvisor, and the Wall Street Journal.

He is currently an Adjunct Professor of Wealth Management at The American College of Financial Services and formally a member of the Executive Committee for the Defined Contribution Institutional Investment Association (DCIIA) and the ERISA Advisory Council (2018-2020).

In 2021, ThinkAdvisor included him in the IA25 for "pushing the industry forward." In 2014, InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry, and in 2014, Money magazine named him one of the brightest minds in retirement planning.

David holds a bachelor’s degree in Finance and Economics from the University of Kentucky, a master’s degree in financial services from The American College of Financial Services, a master’s degree in business administration from the University of Chicago Booth School of Business, and a doctorate in personal financial planning program from Texas Tech University.

WEBINAR DETAILS

Date: Wednesday June 30, 2021

Time: 12:00 - 1:30 PM Eastern Time (US & Canada)

Cost: Free

Language: English

Webinar ID: 739301fae672

Michael Finke and David Blanchett are not affiliated with any member company of Principal Financial Group. The views they express are their own and are not necessarily those of Principal Financial Group or any member company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Insurance products issued and plan administrative services provided by Principal Life Insurance Co. a member of the Principal Financial Group®, Des Moines, IA 50392.

For financial professional use only. Not for distribution to the public.

©2021 Principal Financial Services, Inc. Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.

RZ442C | 1658700-052021 | 05/2021