Reframing Retirement Goals: Look Beyond Accumulation

Thursday, November 21, 2019 | 2:00 PM EST / 11:00 AM PST
Accepted for 1-hour CFA® credit

A complimentary webinar for financial advisors

On account of an increased savings burden on individuals and ever-present market uncertainty, advisors are shifting their line of questioning from "How big does your number need to be?" to "What percentage of your current lifestyle will you need in retirement?"

Join us as we explore the S&P STRIDE Index Series, an innovative benchmark and risk management framework designed to address retirement income uncertainty by mitigating sequence-of-returns and inflation risk.

Topics will include:

  • Implementing multi-asset frameworks to help protect against volatility while preserving purchasing power
  • Using inflation-protected securities to produce a more predictable stream of income during decumulation
  • Comparing S&P STRIDE to traditional target date strategies

Speakers include:

  • Vern Cushenbery, CFA, CPA, Chief Investment Officer, Two West
  • Hamish Preston, Associate Director, Product Management, U.S. Equities, S&P Dow Jones Indices
  • John Resurreccion, Regional Director, Dimensional Fund Advisors

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