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How to become an income planning professional with Wade D. Pfau, Ph.D., CFA: PART 4

Thu, Jul 29, 2021 · 1:00 PM · Mountain Time (US & Canada)
About This Webinar

Join WealthVest in part four of our series: How to become an income planning professional with Wade D. Pfau, Ph.D., CFA and WealthVest’s president, Wade Dokken, where they cover how you can use WealthVest’s newest book, Redefining Retirement: A Safe and Secure Way Down the Mountain, in your practice.

In part four of this series, Dr. Pfau and Wade Dokken, cover chapters eight and nine, how to fit income annuities into a financial plan, and the ideal product allocation for retirement.

For more information on the book visit: Wealthvest.com/redefiningretirement

To view part one click here: https://www.bigmarker.com/wealthvest-marketing/How-to-become-an-income-planning-professional-with-Wade-D-Pfau-Ph-D-CFA

To view part two click here: https://www.bigmarker.com/wealthvest-marketing/How-to-become-an-income-planning-professional-with-Wade-D-Pfau-Ph-D-CFA-PART-2

To view part three click here: https://www.bigmarker.com/wealthvest-marketing/How-to-become-an-income-planning-professional-with-Wade-D-Pfau-Ph-D-CFA-PART-3

Agenda
  • The fundamental logic of an income annuity
  • When to purchase an annuity and when to start income
  • The efficient frontier for retirement income
  • How to add upside exposure, downside protection, and liquidity provisions
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
President, WealthVest
Wade has over 30 years of financial services experience and leadership. Wade was the face of American Skandia, leading its sales and marketing strategy from their inception in 1988 to becoming the #1 variable annuity seller in the first quarter of 2000, and ultimately spearheaded their sale as CEO in 2003. Dokken is the author of “New Century, New Deal,” a public policy analysis of the challenges facing Social Security in the coming decades. Dokken is also a columnist at FA Magazine, providing research white papers on diverse topics such as Sustainable Withdrawal Rates, Sequence of Returns, and Portfolio Optimization.
Webinar hosting presenter
Professor of Retirement Income @ The American College; Founder of RetirementResearcher.com
Wade D. Pfau, PhD, is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the New York Life Center for Retirement Income, and RICP® program director at The American College of Financial Services.

Pfau is a co-editor of the Journal of Personal Finance. He has spoken at national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals. He hosts the Retirement Researcher blog, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for The Wall Street Journal. His research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine.

Pfau was a selectee for the InvestmentNews “Power 20” in 2013 and “40 Under 40” in 2014, the Investment Advisor 35 list for 2015, the IA 25 list for 2014, and Financial Planning magazine’s Influencer Awards. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a best paper award winner in the retirement category from the Academy of Financial Services.

Pfau holds a doctorate in economics and a master’s degree from Princeton University, and bachelor of arts and bachelor of science degrees from the University of Iowa. He is also a Chartered Financial Analyst® (CFA®).
Hosted By
WealthVest  webinar platform hosts How to become an income planning professional with Wade D. Pfau, Ph.D., CFA: PART 4
WealthVest provides effective training resources for the modern financial professional. Backed by our expert marketing team, efficient operations team and top of the line product assessment tools, our nationwide wholesalers are dedicated to partner with financial professionals to grow and nurture their practices.
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