Matt Kaufman & John Southard

During retirement, deciding how much to withdraw each year from investments can be complicated when both the length of retirement and returns on assets are not known. Unknown longevity presents a tradeoff in which a retiree can either spend generously and risk outliving savings — or spend conservatively and live a less enjoyable retirement. But it is possible to know an outcome before investing. Consider Buffer ETFs™ and other Defined outcome ETFs™ that use options strategies to shape a return.

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Approval for 1 hour CE:
CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, 
CAP®. The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at cecredit@advisorperspectives.com for the IWI® webinar ID to self-report your attendance. _1679958267064