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APRIL 2017


APRIL 26, 2017 Journal in the Round - Planners, Aging Clients and Addressing Key Areas of Need

Please note that CE credit is only for the live version of the course, and not the recording.

Join April's Journal contributor Susan Kornegay and eldercare consultant Annalee Kruger, president of Careright Inc., as they share their many years of experience and knowledge.

Cover Story

Planning Concerns for the Aging Population: A Framework for Client and Family Discussions

by Susan Kornegay, CFP®
The needs and concerns that affect seniors and their families fall into six major areas. By approaching them topically, you can help your clients best address these concerns.

Practice Management

Cognitive Decline: The Importance of Awareness and Advance Planning

by Renée Kwok, CFP®; and Daniel Kern, CFA, CFP®
Increased life spans bring great benefits, but the potential for cognitive decline remains an important planning consideration.


The Impact of Guaranteed Income and Dynamic Withdrawals on Safe Initial Withdrawal Rates

by David Blanchett, Ph.D., CFP®, CFA
Optimal safe initial withdrawal rates differ significantly across retiree households. This research shows that guaranteed income had the largest impact on the estimated safe initial withdrawal rates among the five variables considered.


Sponsored Content

Serious Risk Exposures If You’re Out of Compliance with Electronic Client Communications

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ETF Research: The Quant Perspective

The world of research in the financial industry is undergoing a fundamental change. The promise of “big data” has helped foster a new era of innovation, as investors seek to harness this newfound potential to their advantage.

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