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Retirementplanning morningstar

RETIREMENT PLANNING DURING MARKET PEAKS: 2018 EDITION

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 21, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Advisers encounter unique challenges in helping clients design retirement plans when stock markets are hitting new highs. Learn how portfolio allocations and safe withdrawal rates should be adjusted given the potential sequence of returns risk at play when equities are soaring. Also, find out how interest rate shifts and increasing life expectancies will be factors worthy of investment adjustments.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Blanchett

Morningstar Investment Management LLC
Head of Retirement Research

(888) 748-0710

Morningstar

David Blanchett, PhD, CFA, CFP; is head of retirement research for Morningstar Investment Management LLC. In this role, he works to enhance the group’s consulting and investment services and serves as the chair of the Advice Methodologies and Automated Strategies subcommittee, which is the working group responsible for developing and maintaining all methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. His research has been published in a variety of industry and academic journals and received a number of awards, such as the Journal of Financial Planning’s 2014 and 2015 Montgomery-Warschauer Award, the Financial Analysts Journal’s 2015 Graham and Dodd Scroll Award, and the CFP Board Center for Financial Planning 2017 Academic Research Colloquium Best Investments Paper Award. He is currently an Expert Panelist for the Wall Street Journal and an Adjunct professor at The American College. He holds a master’s degree in financial services from the American College, a master’s degree in business administration from the University of Chicago Booth School of Business, and a doctorate in personal financial planning program from Texas Tech University.

About Our Presenter

Morningstar
Helping people plan, save, and invest to reach their financial goals is essential to who we are. We want to see them succeed. And this vision guides our every move, whether we’re working with individuals directly or through the financial professionals who serve them. People don’t always think of themselves as “investors,” but most actually are through their retirement plans and savings. That’s why we’re committed to supporting all investors with an independent perspective they can trust. It’s a serious responsibility to represent investors’ best interests at all times, and one we share with hundreds of thousands of advisors worldwide. We believe it’s critical to give those advisors the support they need to serve their clients well.