Must-reads on retirement planning

By Staff | October 30, 2013 | Last updated on October 30, 2013
1 min read

Long gone are the days when bonds could reliably fund a client’s retirement. Portfolios are more sensitive than ever to a variety of risks that can leave retirees feeling the heat without proper planning.

No one knows retirement risk better than Jim Otar. Get a clear understanding of the dangers your clients face—and how to deal with them—with Jim’s six CE Corner courses:

Kicking the Bucket Strategy

Tweaking Withdrawals for Lifelong Income

Determinants of Growth in Distribution Portfolios

Perpetual Distribution Rates

Stress Testing Your Retirement Plan: “How Big is My Cushion?”

Lifelong Retirement Income: The Zone Strategy

Advisor.ca staff

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.