Justin Fitzpatrick, Co-Founder of Income Lab will discuss: Understanding client experiences with spending adjustments in retirement. Advisors and researchers have long commented on the need to adjust spending (up or down) through retirement to accommodate changing circumstances. In this webinar we’ll discuss how adjustment-based retirement income planning differs from accumulation planning and examine how this shift affects investor psychology and client experience. We’ll also look at evidence from historical stress tests that spending adjustments tend to be less extreme than researchers and advisors had previously feared.
1 CFP CE pending approval