Structuring Distribution Strategies for
Retirees in a Bear Market

Jack Gardner, CIMA®, AIFA®
 

Meeting Details:

This presentation is based upon a basic premise that financial advisers must be able to demonstrate and articulate a thorough working knowledge of the retirement income process, to successfully compete for the $1.5 trillion of IRA rollover assets in motion during the next five years.

The presentation is based upon original research and begins by studying the first nine years of retirements that began in the face of the 1973 and 2000 bear markets. These devastating nine year periods were chosen to determine what structural changes to the portfolio construction and distribution strategies could have enhanced the sustainability of the retirement portfolio and why.

Strategies that were tested and researched include optimal spending rates, spending policies, high and growing dividend stock strategies and cash flow reserve strategies.

Jack Gardner is the President of Thornburg Securities Corporation, distributor for the Thornburg family of mutual funds and a Managing Director of Thornburg Investment Management, the advisor. Jack has been involved in the investment advisory industry for over thirty years.

Jack received the Certified Investment Management Analyst® designation from the Investment Management

Advanced Registration:

$35 - FPA Members
$40 - FPA Non-members

Register Online using your credit card.

Advanced registration ends October 4.

Note: You may continue to register after October 8 but you will be charged at-the-door pricing. Online registration closes October 6.

No refunds will be made after October 4.

At The Door Registration:
(Cash or Check)

$55 - FPA Members
$60 - FPA Non-members

No refunds will be made after October 4.

This Meeting Proudly Sponsored By
Thornburg Investment Management