Managing the 3 Phases of Retirement Risk

THURSDAY, MAY 30, 2019 | 2:00 PM EDT / 11:00 AM PDT

Accepted for 1-hour CFA®, CIMA®, and CFP® credit

The range of retirement risks may be broader than you think. While most investors are familiar with accumulation and decumulation, fewer account for a phase called pre-retirement, a "hazard zone" between the two with its own distinct set of risks.

Join us as we explore a diverse array of index-based tools designed to simplify management of all three phases of retirement risk.

Topics will include:

  • Reinforcing core exposure with strategies designed to stabilize volatility and defend against losses during sustained market declines
  • How fixed indexed annuity solutions have evolved to become income generators and risk mitigators and may be combined with other risk-managed strategies
  • How indexing is bringing more sophisticated and customized risk solutions to the target date landscape

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