Hear directly from Dr. Pfau in this short introductory video
click here to listen and register
be sure to enter Steve Landis in “who invited you” to ensure your contact information is ONLY shared with me
Join us as we welcome Dr. Wade Pfau, a retirement income planning speaker and researcher, as he shares:
- how integrating home equity into retirement planning can extend the longevity of portfolio assets in retirement
- a financial deep dive into the numbers to this unique approach
- specific client benefits including tax strategies
While all are welcome, this is targeted toward financial professionals and assumes an understanding of sequence of returns risk and other financial planning concepts.
Monday December 4th, 2023
11:00am (PT)
About the Speaker
Wade Pfau is a professor at The American College of Financial Services, Fellow at Retirement Income Institute, Principal at McLean Asset Management and has devoted much of his career over the last decade to researching strategies to increase the longevity of retirement assets.
