Transitioning from accumulation to retirement can be a complicated process, and requires strong advisor-client preparation and communication. Join Wade Pfau, PhD, Professor of Retirement Income at the American College, and David Lau, Founder & CEO of DPL Financial Partners, for a discussion of Wade’s new Retirement Planning Guidebook, designed to empower advisors and clients to navigate the financial and behavioral decision-making that fosters retirement success.
Topics of discussion include:
- Understanding your retirement investing style, and how to identify your clients’ retirement income preferences
- Key decisions and timing for clients as they near retirement
- Strategy considerations for income, managing taxes and risk, healthcare, and more
Featured Speakers
David Lau is widely recognized as an innovator and disruptor in the financial services industry.
He is the Founder and Chief Executive Officer of DPL Financial Partners, a privately held financial services firm that specializes in the development and distribution of low-cost, commission-free insurance and annuity products, as well as technology-driven product discovery tools and education, for Registered Investment Advisors (RIAs) and individual investors.
Wade D. Pfau, PhD, is Professor of retirement income in the PhD in Financial and Retirement Planning program, Co-Director of the New York Life Center for Retirement Income, and the RICP® program director at The American College of Financial Services.
Pfau is a co-editor of the Journal of Personal Finance. He has spoken at the national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals. He hosts the Retirement Researcher blog, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for The Wall Street Journal. Wade is also a prolific author, with his latest book called, Retirement Planning Guidebook.
Navigating the Important Decisions for Clients' Retirement Success
Transitioning from accumulation to retirement can be a complicated process, and requires strong advisor-client preparation and communication. Join Wade Pfau, PhD, Professor of Retirement Income at the American College, and David Lau, Founder & CEO of DPL Financial Partners, for a discussion of Wade’s new Retirement Planning Guidebook, designed to empower advisors and clients to navigate the financial and behavioral decision-making that fosters retirement success.