Workshop:
Understanding and Using Time Segmentation Strategies
Time Segmentation comes in many forms, and is an extremely common retirement income strategy. However, it is very often misunderstood. In this workshop we will learn what Time Segmentation is, how it fits into the RISA framework, the effect it can have on your retirement income plan, and how to design and implement your own Time Segmentation strategy.
Below is an outline of this workshop:
- What is Time Segmentation?
- We'll talk about what Time Segmentation means, as well as the purpose of these strategies, and how they fit within the RISA framework.
- Time Segmentation Philosophies and Approaches
- We'll break apart the different philosophies within Time Segmentation, and look at how these different philosophies lead to different approaches
- The Effect of Time Segmentation on Your Investment Portfolio
- We'll examine the immense effects that a Time Segmentation strategy can have on your investment portfolio, and what those changes actually mean.
- Designing Your Time Segmentation Strategy
- We'll walk through the different tradeoffs that you need to make, and things that you need to think about, as you design a Time Segmentation strategy for your own retirement income plan
- Implementing Your Time Segmentation Strategy
- Once you know what your Time Segmentation strategy will look like, you need to put it in place. We'll discuss how you can do that, and how you can maintain the strategy through time.
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And did we mention our staff?
Wade Pfau, Ph.D., Alex Murguia, Ph.D., and Bob French CFA® represent some of the leading minds in the industry.
What makes them unique, however, is not their ability to lead the research agenda for the financial planning profession (Wade Pfau), create a leading financial planning software platform for the industry (Bob), or blend the best of academic research and practical application within a wealth management firm (Alex)...
...What makes Wade, Alex, and Bob unique is their ability to distill the best that the science of financial planning has to offer and to present it to you in a very approachable and friendly manner.
Kind of like what your favorite teacher would do back in high school or college.
This is their passion.
And did we mention our staff?
How much of your time would it take you to organize, synthesize, and continually curate all of this information?
How much would it cost you to hire a professional to do it for you?
Retirement Researcher Academy provides the best of both of these worlds and then some because over time you will also be able to piggy-back off of the community of Retirement Researchers that are also part of the Academy.
This is their passion.
You no longer have to worry about:
Keeping up with the latest financial planning research
Understanding how new tax laws (or any other laws) affect your plan
How current investment markets may affect your portfolio
How to navigate the financial professional landscape
Doing something markedly different from other people in your situation
Which assets to prioritize so you can appropriately budget time for each one.
The order of operations in completing each component of an asset to eliminate confusion.
We make it easy
for you by:
Researching and curating the best financial planning practices in an easy to understandable format and in accordance with your retirement income style
Providing frequent opportunities for discussion among our members through various workshops and Q&A formats.
Creating downloadable and easy to understand resources (e.g., calculators) tailor-made to practical retirement income issues.
Benchmarking your situation to other similar like-minded Retirement Researchers in our members-only forum.
While there is always room for an advisor, we also believe that individuals like to access financial advice differently and at their own pace.
The delivery of financial advice is changing,
and we are at its forefront.
Joining the Retirement Researcher community is a great way to develop, maintain, and engage in your retirement income plan by yourself, with a helping hand, and with a community of other like-minded folks.
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