Schedule a Call
with a McLean Advisor
  • My Account

Academy Event Calendar

As an Academy member, you get access to all upcoming events and recordings.

December

January 2025

February
SU
MO
TU
WE
TH
FR
SA
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16

Member’s Webinar: 2024 Year in Review and Looking Ahead

Member’s Webinar: 2024 Year in Review and Looking Ahead
1:00 pm - 2:00 pm
Hosted by Apollo Lupescu, Ph.D.Apollo Lupescu, Ph.D. from Dimensional Fund Advisors, will talk through the major events in 2024, provide perspective about various investment topics, and address top-of-mind investor issues.Apollo is a highly regarded speaker , ...
17
18
19
20
21
22
23
24

Member’s Webinar Q&A: 2024 Year in Review and Looking Ahead

Member’s Webinar Q&A: 2024 Year in Review and Looking Ahead
1:00 pm - 2:00 pm
Join us for a Q&A Session for the January Webinar: 2024 Year in Review and Looking Ahead w/ Apollo Lupescu , Ph.D. from Dimensional Fund Advisors.Apollo Lupescu, Ph.D. from Dimensional Fund Advisors, will talk through the major events in 2024, provide perspective about various investm , ...
25
26
27
28

Quarterly Investment Review Q4 2024

Quarterly Investment Review Q4 2024
1:00 pm - 2:00 pm
The Quarterly Investment Review is focused on showing you how to analyze the funds that you use in your investment portfolio. In fact, it’s actually based on the process our sister firm, McLean Asset Management, goes about looking at the funds they use with clients. These sessions are des , ...
29
30

January 2025 Office Hours

January 2025 Office Hours
1:00 pm - 2:00 pm
Members’ Office Hours, hosted by Wade Pfau, PhD, CFA, RICP. This month I have invited Jason Rizkallah, CFP®, RICP®, ChFC®, Managing Director from our sister firm McLean Asset Management, to join us again! Office Hour is a session for your retirement planning questions! We will , ...
31
1

Upcoming events

January 2025
No event found!

Past events

January 2025
December 2024
November 2024
October 2024

October Office Hours

https://vimeo.com/1025755314 Members' Office Hours, hosted by Bob French, CFA. Office Hour is ...
30 Oct
2:00 pm - 3:00 pm
View Detail
September 2024
No event found!
Load More
[elementor-template id="3026480"]

© Retirement Researcher, LLC | All Rights Reserved | Privacy Policy

Calendar

Workshops

Forums

More

's Syllabus

Retirement Income Challenge

0% Complete

RIC – DAY 1
Watch
0% Complete
RIC – DAY 2
Watch
0% Complete
RIC – DAY 3
Watch
0% Complete
RIC – DAY 4
Watch
0% Complete

Sustainable Spending From Investments

Get Started
0% Complete
Explore Another Learning Track

Favorites

Total Return

How to Create Your Retirement Income Plan

View

Designing Your Asset Allocation

View

Sustainable Spending from Investments Main Page

View

Ongoing Investment Management Main Page

View

Why The Markets Work Main Page

View

Risk Wrap

How to Create Your Retirement Income Plan

View

Understanding and Interpreting Annuities and Annuity Contracts Main Page

View

Annuities and Risk Pooling

View

Designing Your Asset Allocation

View

Sustainable Spending from Investments Main Page

View

Time Segmentation

How to Create Your Retirement Income Plan

View

Designing and Implementing Your Bond Ladder Main Page

View

Understanding and Using Time Segmentation Strategies Main Page

View

How Do Bonds Work? Making Sense Of Bond Returns

View

Managing Inflation In Your Retirement Income Plan

View

Income Protection

How to Create Your Retirement Income Plan

View

Understanding and Interpreting Annuities and Annuity Contracts Main Page

View

Annuities and Risk Pooling

View

Developing a Social Security Claiming Strategy Main Page

View

Managing Inflation In Your Retirement Income Plan

View

Creating Your Retirement Plan

How to Create Your Retirement Income Plan

View

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

View

Medicare Decisions and Health Expenses for Retirees 2024

View

Long-Term Care Planning Main Page

View

Developing a Social Security Claiming Strategy Main Page

View

Understanding Retirement Expense Dynamics: Expense Categories and Risks

View

Living in Retirement

The Vanishing Work – Retirement Threshold

View

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

View

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

View

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

View

Housing Decisions for Retirement Main Page

View

Non Financial Side of Retirement Main Page

View

Health in Retirement

Long-Term Care Planning Main Page

View

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

View

Medicare Decisions and Health Expenses for Retirees 2024

View

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

View

Investment Deep Dive

Why The Markets Work Main Page

View

Taming the Factor Zoo – Making Sense of Investment Risk Factors

View

Designing Your Asset Allocation

View

Sustainable Spending from Investments Main Page

View

How Do Bonds Work? Making Sense Of Bond Returns

View

Understanding and Using ESG Investments

View

Factor Investing: Research and Practice Main Page

View

Ongoing Investment Management Main Page

View

Finding the Right Balance on Rebalancing

View

Retirement Income Challenge

RIC – DAY 1

View

RIC – DAY 2

View

RIC – DAY 3

View

RIC – DAY 4

View

Cancel