Retirement Distribution Hatchet CE Webinar

Sep 22, 2022

September CFP CE Webinar: “The Retirement Distribution Hatchet” hosted by Justin Fitzpatrick, PhD, CFA, CFP® and Derek Tharp, Ph.D., CFP®, CLU®, RICP®.s.

Important points:

  • Realistic changes in expected income needs and non-portfolio income sources like Social Security are included in the picture, we need a more powerful approach to income guardrails.
  • Guardrails based on total, holistic income risk provide a more generalizable and intuitive way to plan for dynamic retirement income.


Related webinars

Lab Talk Tuesdays (January 2023)

Lab Talk Tuesdays (January 2023)

Income Lab's Justin Fitzpatrick and Derek Tharp answer crucial questions from users about retirement planning and how to improve their distribution planning with Income Lab software. Income Lab users have exclusive access to this webinar through the user Help Center....

Using Economic Data to Inform Retirement Income Advice (December 2022)

Using Economic Data to Inform Retirement Income Advice (December 2022)

Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much more useful when forming longer-term retirement spending plans. In this webinar we examine three representative economic indicators related to...

Start now with a Demo

The first truly dynamic retirement
planning technology.