This session will cover the most important research relevant to the technical aspects of advising retirees. Bill Bengen's seminal work has spawned a slew of research. Some of it is important, some just gets hype. This session will show the audience what matters, why it matters and what practical takeaways planners can use with clients.
Understand how retirement research has been constructed and its limitations
Understand the most important dynamics of a retiree's finances
Understand how to put the findings of solid research to use for a client's benefit