Many advisors think IncomeConductor is only useful when a client is very close to or already in retirement. Also, we get many questions regarding the use of plan level inflation handling vs expense level. And finally, there continues to be a lot of concerns regarding best practices for rate-of-return (ROR) assumptions. Please mark your calendars now to attend a special roundtable.
Our very own co-founder, Phil Lubinski, will lead a great discussion using two case studies that demonstrate unique uses of IncomeConductor. Additionally, we will share the latest and greatest research that drives our recommended RORs and asset allocations for each segment.
There will also be time at the end for us to introduce our latest roundtable segment called “Stump the Chump”. Bring your most challenging case situations to present “live” to our own Phil Lubinski.