Understanding Retirement Expense Dynamics Part 2: Risks and Responses

Hosted by Dan Veto, CSA

For the decades before retirement, retirement planning focuses on building assets. In retirement, those assets are used to pay for retirement expenses. Therefore, in retirement, understanding and managing expense dynamics becomes crucial. Yet today, many retirement planning professionals give precious little attention to the subject.

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Workshop Instructor

During this workshop Dan will detail:

  • How to estimate the uncertainty in your expenses in retirement
  • Understand what that uncertainty means for your retirement plan
  • The ways that you can manage that uncertainty during the planning process
  • How to adapt your plan when your expenses are different than you expected
  • Longevity and family as sources of expense uncertainty

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Well, really this is for anyone who is planning their own retirement. It’s focused on people who are saying 5 to 10 years on either side, but this same information is important to anyone who is planning for their own retirement.
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Frequently Asked Questions

The testimonials appearing on this page are not representative of all client opinions of Retirement Researcher or the Retirement Researcher Academy. Client experiences can and likely will vary from the experiences reflected herein. Retirement Researcher does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.