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Academy Event Calendar

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

November

December 2024

January
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Member’s Workshop: How to Construct a Retirement Income Bond Ladder

Member’s Workshop: How to Construct a Retirement Income Bond Ladder
1:00 pm - 4:00 pm
Hosted by Wade Pfau, PhD, CFA, RICP.In the “How to Construct a Retirement Income Bond Ladder” workshop, Wade Pfau will set you up with what you need to know if you are thinking about bond ladders as part of your retirement income plan. First, we will set some background for understanding , ...
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Workshop Q&A + December Office Hours

Workshop Q&A + December Office Hours
2:00 pm - 3:00 pm
Members’ Office Hours, hosted by Wade Pfau, PhD, CFA, RICP.For this month of December, we will be combining the Workshop Q&A for How to Construct a Retirement Income Bond Ladder and the General Members’ Office Hours. Please bring your questions and thoughts for both! Office Hour , ...
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Upcoming events

December 2024
No event found!

Past events

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
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September 2024
No event found!
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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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Sustainable Spending from Investments Main Page

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Ongoing Investment Management Main Page

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Why The Markets Work Main Page

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Risk Wrap

How to Create Your Retirement Income Plan

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Understanding and Interpreting Annuities and Annuity Contracts Main Page

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Annuities and Risk Pooling

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Designing Your Asset Allocation

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Sustainable Spending from Investments Main Page

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Time Segmentation

How to Create Your Retirement Income Plan

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Designing and Implementing Your Bond Ladder Main Page

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Understanding and Using Time Segmentation Strategies Main Page

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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 Main Page

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Annuities and Risk Pooling

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Developing a Social Security Claiming Strategy Main Page

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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 2024

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Long-Term Care Planning Main Page

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Developing a Social Security Claiming Strategy Main Page

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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 Main Page

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Non Financial Side of Retirement Main Page

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Health in Retirement

Long-Term Care Planning Main Page

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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 2024

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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 Main Page

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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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Sustainable Spending from Investments Main Page

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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 Main Page

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Ongoing Investment Management Main Page

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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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