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Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 12:45pm - 1:15pm
FPA® Quick Start: Are You Helping Your Clients Efficiently Plan For Longevity?

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For more details, visit the FPA® Full Schedule.

Running out of money in retirement isn’t an option, which is why some advisers may be inefficiently managing capital in planning for the unknown longevities of their clients. Allianz Life recently conducted a survey of financial planners and found that 9 out of 10 plan for income well beyond their clients’ life expectancies, possibly leading to inefficient portfolio management. In this session, learn how to more accurately pool risk, provide more certainty of meeting income needs, and offer greater flexibility to free up other assets for potential growth opportunities.

Learning Objectives:
  • Calculate life expectancy assumptions for clients based on individual circumstances
  • Design more efficient income strategies in order to hedge against longevity risk and maximize portfolio value

Presenters
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Greg Goin, CFP, CLU, CRPC

Director of Advisory Solutions, Allianz Life


Wednesday October 16, 2019 12:45pm - 1:15pm CDT
M100 ABCDE