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Upcoming Event Snapshot

Webinars & Events

This Webinar is brought to you by

Adaptive-Based Retirement Income Planning

Tuesday, December 12, 2023


Join us for an enlightening webinar featuring renowned retirement income expert and IncomeLab board member, Jamie Hopkins, as he delves into the cutting-edge concept of adaptive-based retirement income planning. In an era of evolving financial landscapes, technological enhancements, and uncertain market conditions, traditional retirement income strategies like the 4 percent distribution strategy may no longer suffice. In fact, most of our planning today is too binary, focused on success and failure rates that miss the whole point and behavioral aspects of generating real-world retirement income for clients. Jamie will shed light on the benefits of embracing adaptability in your retirement income planning, allowing you to navigate the complexities of today's financial world with confidence and resilience. Learn how to tailor your retirement income planning to your client's unique circumstances, effectively managing risks and optimizing an adaptive-guardrail-based retirement income approach to deliver a more sustainable retirement income plan. Don't miss this opportunity to gain invaluable insights from a leading authority in the field and enhance your financial future. Join us for this webinar and embark on a path towards a more secure and adaptive retirement for your clients.


This Event is brought to you by
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FSP Institute 2024

January 28-31, 2024

Jacksonville, FL

A 3 day event taking place in Jacksonville, FL at the Marriott Jacksonville Downtown. This is more than an educational event—it’s an opportunity to experience the impact of one-of-a-kind gathering of subject matter experts and practitioners wanting to elevate their client service to new heights.