Thanks so much for attending my presentation for the 2017 Fall Symposium for FPA NE Ohio!
Further Reading Materials:
- "Future Of Financial Planning" Reading List
- Real-Time Collaborative Financial Planning and the Evolving Role of the Financial Advisor
- 3 Ways the Digital Age Will Change Financial Planning in the Next 10 Years
- Growing a Planning Firm in the Digital Age: The Rise of Inbound Marketing
- The Delivery of Financial Planning in the Digital Age
- Why Robo-Advisors Will Be No Threat to Real Advisors
- What Robo-Advisors Truly Threaten to Disrupt: Index ETFs and Mutual Funds, Smart Beta and Algorithmic Investing, Custodians and their Advisor FinTech Ecosystem
- Understanding Sequence Of Return Risk – Safe Withdrawal Rates, Bear Market Crashes, And Bad Decades
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?
- Crafting A Withdrawal Policy Statement For Retirement Income Distributions
- Estimating Changes In Retirement Expenditures And The Retirement Spending Smile
- Should Equity Exposure Decrease In Retirement, Or Is A Rising Equity Glidepath Actually Better?
- Sample Withdrawal Policy Statement (WPS)