Managing the 3 Phases of Retirement Risk

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The range of retirement risks may be broader than you think. While most investors are familiar with accumulation and decumulation, fewer account for a phase called pre-retirement, a "hazard zone" between the two with its own distinct set of risks.

Join us as we explore a diverse array of index-based tools designed to simplify management of all three phases of retirement risk.

Topics will include:

  • Reinforcing core exposure with strategies designed to stabilize volatility and defend against losses during sustained market declines
  • How fixed indexed annuity solutions have evolved to become income generators and risk mitigators and may be combined with other risk-managed strategies
  • How indexing is bringing more sophisticated and customized risk solutions to the target date landscape

Speakers include:

  • Mike Dickson, Ph.D., Horizon Investments
  • Joe Kairen, S&P Dow Jones Indices
  • Matt Kaufman, Milliman Financial Risk Management LLC
  • Will McGough, Stadion Money Management

Submit your questions during the live Q&A session following the webinar.

Register Now

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