Watch Webinar:
Reconsidering Retirement Income

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Overview 

The need for a more modern approach to retirement income has arguably never been greater:

  • The 60/40 strategy, which has been the bread-and-butter portfolio that helped millions of investors retire comfortably in the past, is on pace for its worst year since 1936
  • The secular bull market in equities is potentially at its end
  • For the first time in more than 40 years, there’s the prospect of a sustained rising U.S. interest rate environment
  • Inflation is at its highest level in four decades

It’s a potentially catastrophic combination, especially for your clients nearing or in the early years of retirement.

Given this reality, this webinar will help advisors think about how to increase the odds a portfolio will sustain clients throughout retirement.

We’ll share research and findings from a just-released white paper, “An Advisor’s Guide to Protecting Retirement Income,” and answer questions about reconsidering retirement income in the context of the 60/40 problem.

Let’s talk if you’d like to discuss this webinar, the “Advisor’s Guide to Protecting Retirement Income,” the Guide’s companion Retirement Income Materials for Advisors Package, or Blueprint’s approach to protecting retirement income.