Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®’s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. Today, Chris asks about the importance of sustainable retirement income and hears true life stories of clients and family members’ … {…}
How hard is it financially, intellectually, and emotionally for clients to move from accumulation to distribution? Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®’s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. In this video, … {…}
Date: Wednesday, September 6, noon – 1 pm ET Replay Existing financial products marketed as “retirement investment solutions” do not meet the needs of future retirees in securing their essential goals of minimum levels of replacement income (focus on safety) while generating a relatively high probability of achieving their aspirational goals, expressed in … {…}
Last week’s solar eclipse was a unique experience that professionals and regular citizens prepared and planned for over months and years. Experiencing the totality of the eclipse was a once-in-a-lifetime opportunity for many in America who found themselves properly positioned in the path of totality. But what does that have to do with retirement income planning? Let’s … {…}
Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®’s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. In this video, Chris asks “Are clients prepared to live longer?” The key, we learn, is to plan for longevity, i.e. the odds that … {…}