Advisers encounter unique challenges in helping clients design retirement plans when stock markets are hitting new highs. Learn how portfolio allocations and safe withdrawal rates should be adjusted given the potential sequence of returns risk at play when equities are soaring. Also, find out how interest rate shifts and increasing life expectancies will be factors worthy of investment adjustments.
Robert Bridges (Ethicon)
"One of the best courses I have attended. Extremely good data to support the assertion that historical averages may not be the best or safest assumptions for retirement planning. Really liked the international views. Good charts that were easy to comprehend in a short period of time."Arthur Miller (Self employed)
"Best course I've taken so far! Would like there to be more in a series....maybe to get more into specific areas, e.g. medicaid and long term care, how best to shelter assets for an elderly parent /gifting limitations and suggestions"Frances Church (Self-emploued)
"Information was presented in a very though provoking way, with key insights that challenge our traditional way of thinking about retirement planning."James Barnes (James Barnes)
"David provide many interesting information regarding portfolio design and forecasting future returns over the next decade - very informative."Amy Maltinos (SBF LLC)
"The ideas that were summarized and presented were a nice perspective that I had not analyzed before. Thank you Dave."James Curry (SCANLAN & LEO, LTD.)
"An eye-opening presentation, especially regarding expected investment returns over the next 10 years."Ronald Albert (1948)
"Very informative and would like to have the speaker again for another seminar."William Murphy (Mallor Grodner LLP)
"Great information...lots to think about with clients getting ready to retire."
Morningstar Investment Management LLC
Head of Retirement Research
(888) 748-0710
David Blanchett, PhD, CFA, CFP; is head of retirement research for Morningstar Investment Management LLC. In this role, he works to enhance the group’s consulting and investment services and serves as the chair of the Advice Methodologies and Automated Strategies subcommittee, which is the working group responsible for developing and maintaining all methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. His research has been published in a variety of industry and academic journals and received a number of awards, such as the Journal of Financial Planning’s 2014 and 2015 Montgomery-Warschauer Award, the Financial Analysts Journal’s 2015 Graham and Dodd Scroll Award, and the CFP Board Center for Financial Planning 2017 Academic Research Colloquium Best Investments Paper Award. He is currently an Expert Panelist for the Wall Street Journal and an Adjunct professor at The American College. He holds a master’s degree in financial services from the American College, a master’s degree in business administration from the University of Chicago Booth School of Business, and a doctorate in personal financial planning program from Texas Tech University.