PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

 

The need for retirees to implement informed portfolio spending strategies is more critical and complex than ever. Join Hank Lobel, CFA, CFP®, an investment analyst with Vanguard’s Investment Strategy Group, for this webinar as he takes an in-depth look at Vanguard’s three-pronged retirement spending strategy that can be customized to meet your clients' unique goals.

 

Level of Complexity: Intermediate

https://advisors.vanguard.com/VGApp/iip/site/advisor/researchcommentary?page=AdvisorAlpha

Course Objectives
  • Develop a prudent spending rule tailored to each retiree's unique goals
  • Construct a broadly diversified retirement portfolio
  • Implement tax-efficient withdrawal strategies
Course Information
Date Presented:
May 23, 2018 2:00 PM Eastern
Length:
1 hour
Registration Fee:
Free
Extending the Adviser's Alpha Conversation: From Assets to Income
Speaker Information
Hank Lobel, CFA, CFP  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00