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While everyone has different retirement concerns between longevity, lifestyle, liquidity, and legacy factors, we do see patterns emerge.

We have seen that greater longevity and liquidity concerns are significantly positively related. Individuals that are concerned about outliving their assets are also frequently concerned about their ability to withstand any spending shocks in retirement.

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's Syllabus

Retirement Income Challenge

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Total Return

How to Create Your Retirement Income Plan

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Designing Your Asset Allocation

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Spending from an Investment Portfolio in Retirement

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Ongoing Investment Management

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Why The Markets Work

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Risk Wrap

How to Create Your Retirement Income Plan

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Understanding and Interpreting Annuities and Annuity Contracts

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Annuities and Risk Pooling

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Designing Your Asset Allocation

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Spending from an Investment Portfolio in Retirement

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Time Segmentation

How to Create Your Retirement Income Plan

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Designing and Implementing Your Bond Ladder

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Understanding and Using Time Segmentation Strategies

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How Do Bonds Work? Making Sense Of Bond Returns

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Managing Inflation In Your Retirement Income Plan

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Income Protection

How to Create Your Retirement Income Plan

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Understanding and Interpreting Annuities and Annuity Contracts

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Annuities and Risk Pooling

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Developing a Social Security Claiming Strategy

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Managing Inflation In Your Retirement Income Plan

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Creating Your Retirement Plan

How to Create Your Retirement Income Plan

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Making the Most of Your Charitable Donations: Understanding Charitable Giving Strategies and Your Retirement Plan

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Medicare Decisions and Health Expenses for Retirees

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Long-Term Care Planning

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Developing a Social Security Claiming Strategy

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Understanding Retirement Expense Dynamics: Expense Categories and Risks

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Living in Retirement

The Vanishing Work – Retirement Threshold

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On Your Own in Retirement: Special Considerations for Singles, Divorcees and Widows

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Family Dynamics and Your Retirement Plan – At the Intersection of Love and Money

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Optimizing Your Other Portfolio: Maximizing Returns from Your New Time Affluence in Retirement

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Housing Decisions for Retirement

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Non Financial Side of Retirement

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Health in Retirement

Long-Term Care Planning

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How to Manage the Physical, Behavioral, and Mental Health Risks to Your Retirement

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Medicare Decisions and Health Expenses for Retirees

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Health Risk in Retirement: How to Think About It and What to Do About It

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Investment Deep Dive

Why The Markets Work

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Taming the Factor Zoo – Making Sense of Investment Risk Factors

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Designing Your Asset Allocation

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Spending from an Investment Portfolio in Retirement

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How Do Bonds Work? Making Sense Of Bond Returns

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Understanding and Using ESG Investments

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Factor Investing: Research and Practice

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Ongoing Investment Management

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Finding the Right Balance on Rebalancing

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Retirement Income Challenge

RIC – DAY 1

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RIC – DAY 2

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RIC – DAY 3

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RIC – DAY 4

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