Hi Jan,

We haven’t hosted the Retirement Income Challenge in about a year.

Not because we didn’t want to. We actually receive questions about it throughout the year.

The reason we waited is because we were rebuilding one of the most important parts of the experience.

More on that in a moment.

First, the important news: the Retirement Income Challenge is back.

Starting Monday, March 23rd through March 26th, we will host a 4-day live challenge from 12:00 – 2:00 PM ET each day. Over the course of the week, we will guide you through the process of building your own retirement income plan.

Not a theoretical plan. Not just a collection of ideas.

A real framework for thinking about how your assets can support the retirement you want.

Now, this is called a challenge for a reason. This is not simply a webinar series where you listen for an hour and move on with your day. Each session builds on the previous one, and there will be small assignments along the way.

If you put in the effort during the week, you should finish with something meaningful: a much clearer understanding of how your retirement income plan fits together.

Alex Murguia, Jason Rizkallah, and I will guide you through the process.

Along the way you will also gain access to two of our favorite planning tools: 
  • The Retirement Income Style Awareness® (RISA®) assessment, which helps clarify your natural retirement income preferences 
  • A Funded Ratio analysis, which helps you understand how prepared you are to fund your retirement goals 

We limit the challenge to the first 1,000 participants, so please only claim a seat if you are willing to participate and complete the assignments.

If that sounds worthwhile, we would love to have you join us. 

We hope to see you there,
Wade Pfau Ph.D, CFA®, RICP®
Retirement Researcher

 

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