Hi Jan,

A number of people have asked why we haven’t hosted the Retirement Income Challenge in quite some time.

The answer is simple.

We wanted to rebuild part of the experience.

In previous versions of the challenge, participants created their Funded Ratio plan using a spreadsheet. Over time that process evolved into a questionnaire, which improved things a bit, but it still wasn’t the experience we ultimately wanted for participants.

So over the past year we rebuilt the entire process.

The Funded Ratio tool now lives inside the Retirement Researcher Academy as a dedicated application, designed specifically for this type of retirement planning exercise.

Instead of juggling spreadsheets or forms, you will now be able to enter your information directly into the app and generate your results automatically.

During the challenge, we will walk through how to interpret those results and how they connect to retirement income strategies.

If you are not familiar with the Funded Ratio, it provides a helpful way to think about retirement planning. It helps answer a simple but important question:

Do you have the resources needed to fund the retirement you want?

This new experience makes it easier to see that picture clearly.

If you have been waiting for the next Retirement Income Challenge, this will be the best version we have hosted yet.

We begin Monday, March 23rd, meeting live from 12:00 – 2:00 PM ET each day through Thursday. 

Participation is limited to 1,000 seats, so if you would like to join us, I encourage you to reserve your spot soon. 
Save Your Seat!

We hope to see you there,
Wade Pfau Ph.D, CFA®, RICP®
Retirement Researcher
 
Contact Info
Questions?
Email:  community@retirementresearcher.com 
 

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