Session #3: Equity Glide Paths in Decumulation: Rising, Falling, or Level?

Date: 
Monday, September 18, 2017 -
12:30pm to 1:45pm
Speakers: 

Session type:

Learn the fundamental principles of investment decumulation by focusing on ways to generate sustainable income from a lump sum and on the shape of the equity glide path, then learn how to apply these concepts through a case study featuring a client’s psychology as the dominant feature.