Sold Out: IMCA’s Focus on Investing for Decumulation in Toronto, Sept. 18

Contributed by Meghan Warren, special contributor

We are at capacity, but there is a waiting list if you want to be placed on it for the Investment Management Consultants Association’s® (IMCA®) Focus on Investing for Decumulation event, next week on Sept. 18 at the Four Seasons Hotel in Toronto. The sold-out event will teach advisors how to answer client questions and maximize income streams after the wealth accumulation phase ends and the retirement savings spending phase begins.1

Attendees will learn how to transform knowledge into innovative strategies via sessions that will address the following:

  • Applying the principles of behavioral economics to the challenges of decumulation with psychologist and behavioral finance expert Daniel Crosby.
  • Ways to generate sustainable income from a lump sum on an equity glide path with Don Ezra, former global consulting co-chair of Russell Investments.
  • The newest tools to manage personal longevity and client risk discussions with Moshe A. Milevsky, Ph.D., professor at Schulich School of Business at York University in Toronto.
  • Decumulation concerns in a low-return environment with Jim Otar, CFP®, founder of and author of Unveiling the Retirement Myth and High Expectations and False Dreams.

To be placed on the waiting list, please email today.

1.Based on the association’s Investment and Wealth Competency Matrix, a framework designed to ensure that IMCA’s advanced education remains on the forefront of an evolving profession, Focus events are structured to help investments and wealth professionals examine significant issues facing the industry in an in-depth exploration of a single topic.

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