Hosted by Wade Pfau, PhD, CFA, RICP, Joel Gemmel, and Jason Rizkallah, CFP®, RICP®
Life happens, and no plan is complete without a “Plan B.” While a lot of people understand this intellectually, it doesn’t get reflected in their retirement plan. Not only does building this “Plan B” into your plan can (does) mean lower expected spending levels in retirement, many people also don’t understand how to do it effectively. But that doesn’t negate the need to deal with everything that life throws our way.
In this workshop they will detail:
Step 1. You will receive an email invoice, and a confirmation email with a link to log in.
Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.
Step 3. This is a subscription product, so you will be automatically billed at your next billing interval.
If you choose an Annual subscription: Your initial fee will be charged at the end of your 7 day trial and your renewal fee will be charged annually after that. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.
If you choose a Monthly subscription: Your first month fee will be charged at the end of your 7 day trial and your renewal fee will be charged monthly after that. Feel free to cancel anytime prior to your next monthly billing date.
We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at community@retirementresearcher.com
You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at community@retirementresearcher.com.
No, we are not offering refunds for membership subscriptions.
Sadly, the membership site is only available for purchase by individuals in the United States.
Wade joined McLean in 2013, the same year Investment News named him one of the “20 people expected to shape the financial advisory industry.” Since then, IN has named him to their lists of industry leaders every year, most recently on their list of “Icons & Innovators” of the financial industry in 2016. He has been recognized with numerous other honors, including sharing the 2012 Academic Thought Leadership award from the Retirement Income Industry Association for his work evaluating outcomes of different retirement strategies.
Wade was born in suburban Detroit in 1977 and lived there until he was 15. He then moved to Des Moines, Iowa, where he graduated from East High School in 1995. From 2003 to 2013, Wade lived in Japan, where he worked with the National Graduate Institute for Policy Studies and published a landmark paper challenging the 4 percent rule.
It’s much harder to have a positive impact on people’s lives as a traditional economist, which is how I began my career. When I started a blog about retirement income research, based on my financial and retirement planning research, I received positive comments from readers who had benefited from my research. This was very satisfying, and why I’m quite excited about my role at McLean Asset Management. Now I have the opportunity to bring the best practices from research into practical application for our clients on an ongoing basis.
It is greatly satisfying to spend lots of time with my three children and watch them grow up and adapt so well to life. They bring me greater focus on why it is important to work hard and to save.
Joel helped clients reach their financial goals, countering the inevitable uncertainties of personal and professional lives with a disciplined wealth management process. Prior to joining McLean 8 years ago, he had a 22-year career at Oracle, spanning its pre-IPO stage through its mature Fortune 200 stage. He worked with a wide variety of clients helping them to understand and manage the complex issues of wealth far beyond a simple focus on investments.
Helping Boomers plan for an then transition to retirement with the confidence that they will meet their goals.
My greatest personal satisfaction is seeing our three 20-something children mature into responsible adults who enjoy the company of their parents and each other.
Jason Rizkallah joined McLean in 2019. With over a decade of experience advising clients through all aspects of their financial life, Jason specializes in holistic financial planning and prudent investment selection to help his clients achieve their long-term financial goals. A strong believer in putting the client first, Jason embodies the philosophy that McLean values with all client relationships. Jason has been a practicing CFP since 2014. As a CFP, he ensures that his client’s interests are at the forefront of every interaction. At McLean, Jason will partner with you to create your financial plan, provide guidance on how to properly invest according to your specific risk tolerance and objectives, and ensure you are on track to achieve your financial and life goals.
I am fortunate to be a part of a team of professionals whose mission, like mine, is to ensure individuals achieve a successful and fulfilling retirement.
My greatest satisfaction stems from being a father to my son. Watching him grow and experience the world is an amazing adventure, for him and me. In my spare time, I enjoy fishing and traveling.
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