Webinars

Event 

Category:
Financial Advisor Webinar Series
Title:
Assessing Major Risks To Retirement Plans
Presenter:
Doug Carey
Company:
WealthTrace
When:
02/10/12  4:00 PM EST
Slides:
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Replay:
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CE Credit:
CFP®
Program Id:519180096
Event rating:
User rating
 
4.0 (75)

Description

Retirees and those near retirement are frightened. Low interest rates, high inflation and Social Security cuts threaten to turn retirement dreams into nightmares. But are things really that scary?
 
At this webinar, we’ll analyze how different economic scenarios might affect retirees. You’ll see how retirees might be affected by:

• Social Security cuts
• A long period of low interest rates
• A sharp, sustained increase in inflation
• Period of good and bad stock returns

We’ll also assess how advisors can assign their own probabilities for major economic risks to retirees and quantify how they will affect retirees.

Doug Carey received undergraduate and graduate degrees in economics, then at National City Bank rose from analyst to portfolio manager in two-and-a-half years. After two years as a portfolio manager, he joined a startup and developed software for institutions and hedge funds to analyze CDOs, CMOs and other structured debt products. After it was acquired in 2005 by Fact Set, he worked for the company until 2010, when he quit and started WealthTrace, a web-based financial planning application for private wealth advisors and consumers.
 

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Average user rating from: 75 user(s)

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Rating:
 
4.0
 
 

0 of 0 people found the following review helpful
What was the point? What was actionable?
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1.0
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harveyr925 Reviewed by harveyr925
February 10, 2012

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Last updated: February 10, 2012
 

0 of 0 people found the following review helpful
Very thought-provoking.
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4.0
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drscll Reviewed by drscll
February 10, 2012
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Last updated: February 10, 2012
 

0 of 0 people found the following review helpful
very well done
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4.0
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kevinb267 Reviewed by kevinb267
February 10, 2012

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Last updated: February 10, 2012
 

0 of 0 people found the following review helpful
Very helpful. Thx!
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5.0
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michaelm213 Reviewed by michaelm213
February 10, 2012
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Last updated: February 10, 2012
 

0 of 0 people found the following review helpful
Very interesting presentation. Puts some meat on the bones of "will I have enough?"
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4.0
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chrisl602 Reviewed by chrisl602
February 10, 2012
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Last updated: February 10, 2012
 
 
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