Friday, September 22, 2017

September Chapter Meeting

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September Chapter Meeting
September 20, 2017

EMBASSY SUITES HOTEL & CONVENTION CENTER
10401 S. Ridgeview Rd
Olathe, KS 66061

11:30 a.m.
Late Registration/Lunch

12:30-2:30 p.m.
Planing for a Life in Retirement
Michael Finke, PhD, CFP

   

This Meeting Sponsored By...

Retirement income planning beyond the 4% rule requires an understanding of longevity, market and spending risk.  It also means understanding how planning for a life in retirement can provide a more secure and satisfying lifestyle.  This presentation reviews the newest science on developing an efficient retirement income plan including a discussion of an appropriate planning horizon, implications of a low return environment, and gaining a better understanding of the tradeoffs of accepting greater market risk.  I also provide an overview of the newest research on spending risk and life satisfaction to help clients understand how they can make better financial and life planning decisions as they age.

Continuing Education:

CFP: 2 hours approved
Kansas Insurance-2 hours approved
Missouri Insurance-2 hours approved

*Cancellations received 24 hours or more prior to the meeting will be issued a full refund. No refunds will be given for cancellations received with fewer than 24 hours notice. Registrations at the door will be accessed a $5 fee.

 

  

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