Please join us for a CE webinar on April 13th.
TOPIC: Decumulation Diversification & Live Demo
SPEAKERS: Schyler Adams, CFP® & John Thyberg, CFS®, CAS® - Allianz Life Financial Services, LLC
TIME: 9:00-10:00 a.m.
ZOOM Link: https://us06web.zoom.us/j/83369891791?pwd=aE5wTDdEVDR0S0p0WEtNL29jUVR6QT09
PASSCODE: 457317
MEETING ID: 833 6989 1791
In this webinar we will look at how to diversify your income during retirement using advanced concepts to help hedge against the potential increase of taxes and inflation. We will analyze a case study and make adjustments to how we are drawing down our assets to look at the impact it has on the Monte Carlo score, or Probability of Success, along with other quantitative factors to analyze when making adjustments in a financial plan. This will be done using financial planning software in a live demonstration environment. You will learn the trade-off of paying taxes now vs. later, how to ease the risk of rising inflation and taxes throughout retirement, and ow to quantify with date reasons behind increases, or decreases, int he Monte Carlo Probability of Success.
One hour of CFP® CE Credit Approved.