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:
- You must be registered and logged into download the slides
- Replay:
- You must be registered and logged into view this replay
- CE Credit:
-
CFP®
Program Id:519180096
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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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0 of 0 people found the following review helpful
What was the point? What was actionable?
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Reviewed by harveyr925February 10, 2012 View all my reviews Report this review |
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0 of 0 people found the following review helpful
Very thought-provoking.
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Reviewed by drscllFebruary 10, 2012 Top 500 Reviewer View all my reviews Report this review |
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0 of 0 people found the following review helpful
very well done
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Reviewed by kevinb267February 10, 2012 View all my reviews Report this review |
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0 of 0 people found the following review helpful
Very helpful. Thx!
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Reviewed by michaelm213February 10, 2012 Top 50 Reviewer View all my reviews Report this review |
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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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Reviewed by chrisl602February 10, 2012 Top 100 Reviewer View all my reviews Report this review |
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