Name: Building Resilient Portfolios for Uncertain Markets
Start: 2022-05-10T14:00:00.000-07:00
End: 2022-05-10T15:09:00.000-07:00

Joe Becker, Wade Pfau, & Paul Waldeier

Pre-retirees are facing the perfect storm of risks. Inflation is spiking, yields are low, markets are volatile, taxes are unpredictable – all while Americans are reaching new peaks of longevity. You can’t predict what’s going to happen next. But you can help investors prepare. Join us for a discussion on innovative structured strategies using Defined Outcome Funds. These strategies can help you better control investment outcomes – providing a unique return profile distinct from traditional stocks and bonds, offering clients upside agility, downside protection, and substantial tax advantages.

Topics covered include:

To assess the increasing challenge of longevity risk and sequence of returns when it comes to retirement income planning.
To analyze how the current market and economic environment creates the “perfect storm” of yields, inflation, and equity market volatility for investors nearing retirement.
To develop an understanding of how structured financial products can be tailored to achieve customized investment outcomes for pre-retirees.