Hi Jan,

When people first hear about the Retirement Income Challenge, they sometimes assume it’s just another webinar series.

It isn’t.

The goal of the challenge is simple: by the end of the week, you should have a clear framework for your retirement income plan. 
Join the Challenge!
Here is how the week unfolds.

Day 1 – Monday 

We begin with our Retirement Income Framework and discuss how your beliefs about retirement income influence the strategies you may prefer.

Your assignment for the evening will be to complete the Retirement Income Style Awareness® (RISA®) assessment, which helps identify your retirement income style.

Day 2 – Tuesday 

We explore how your RISA® style connects to actual retirement income strategies.

Your homework will be to gather your financial information and complete your Funded Ratio plan using our new planning app.

Day 3 – Wednesday 

With your results in hand, we will walk through the common Funded Ratio outputs and explain how to interpret them.

This is where many participants experience their biggest “aha” moment.

Day 4 – Thursday 

Finally, we discuss the softer side of retirement and answer questions about the Funded Ratio and the strategies you may be considering.

Each session runs 12:00 – 2:00 PM ET from March 23rd through March 26th. 

If you participate throughout the week and complete the assignments, you should walk away with a much clearer understanding of how your retirement income plan works.

If that sounds helpful, we would love to have you join us. 
Join the Challenge!

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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