Volume 1:
Planning for Lifetime Income in Retirement
The first seminar in this series contains:
- A thousand-word, bulletized essay on the twelve hallmarks of all truly effective seminars.
- A user’s guide to this specific seminar, clearly highlighting its essential points, and enabling you to edit/update it at will, or as your compliance function requires.
- The draft seminar itself – a total of fifteen slides – with a bulletized script of the key points you’ll wish to make as you speak to each slide.
This draft focuses clearly on three key ideas:
- A two-person, three-decade retirement is essentially a problem of income more than it is of principal. Income must grow to keep pace with inflation, or the retirees will start running through their capital.
- Historically, the cash dividends of the S&P 500 have grown at a considerable premium to inflation.
- We can get a very rough idea of how much money you’ll need at retirement by capitalizing your income requirement at some assumed going-in withdrawal rate.
