Understanding and Using Time Segmentation Strategies

Hosted by Bob French, CFA

Time Segmentation is a retirement planning approach that mixes the security of a reliable income floor with the flexibility of being able to make changes as your situation evolves. But it’s also one of the more hands-on approaches to retirement planning in terms of ongoing management. How should you set up your retirement plan to provide this stability, while maintaining your sanity?

Full Access only $99

Workshop Instructor

In this workshop Bob will detail:

  • How to understand Time Segmentation – including the different time segmentation Philosophies and Approaches
  • What a Rolling Bond Ladder is and how to manage one
  • How many Buckets is too many?
  • Considerations when Designing your Time Segmentation strategy
  • How to Incorporate a Time Segmentation strategy into your Retirement Plan

Full Access only $99

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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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