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

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

Course Information
Course Date:
June 05, 2018
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
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
Products
Streaming
FPA Member Price:$29.00
Non-Member Price:$49.00