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Rick Bookstaber, Govinda Quish, & David Stone
In addition to market risk, sequence of return risk, and longevity risk, Baby Boomers retiring right now face broad uncertainty fueled by a tangle of remarkable conditions: the pandemic, inflation, war in Europe, near-record stock valuations, low-for-long interest rates. Certainly, we have faced these challenges and uncertainties before, but has a generation of retirees faced all of them at once?
Join FABRIC co-founder, Rick Bookstaber, FABRIC CEO Govinda Quish, and RetireOne CEO David Stone as they discuss the risks retirees and their advisors face as they create retirement spending plans. With improved longevity, retirement savings may need to last more than thirty years, and without DB plans to provide certainty, it may be tough to convince clients to spend confidently in retirement and enjoy the fruits of their labors.
Rick, David and Govinda will identify the risk cycle, and explore how risk can be 'wrapped' with portfolio income insurance to provide a reliable stream of income. The certainty of lifetime income may give individual investors the assurance to not only spend confidently, but to allocate more to equities without the fear that a terrible market event will force them to spend much less than planned in retirement.
Sponsored by
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Securities offered through EF Legacy Securities, LLC (EFLS). EFLS is a member of FINRA/SIPC, registered in all 50 states and is a licensed insurance agency (resident KY license no. DOI-896601). In CA, EFLS is doing business as EF Legacy Insurance Agency LLC (nonresident license no. 0L01472).
Non-registered insurance products are sold by RetireOne, Inc. (RetireOne), a licensed insurance agency (resident KY license no. DOI-778494). In CA and AR, non-registered insurance products are sold by Aria Retirement Solutions, Inc (Aria). In CA, Aria is doing business as Aria Insurance Solutions, Inc., (nonresident license no. 0H44773).
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR CONSUMER USE.
20220412-EFLS-A042.