606 - Practical Strategies to Manage Spike Expense Risk in Retirement

Speakers explore the concept of "Spike Expense Risk"— sudden, significant, and unpredictable costs that can jeopardize the sustainability of cash flow over retirement. New research will be presented that will quantify the impact of these expense shocks and introduce strategies to mitigate this risk, including various uses of home equity that can support a sustainable retirement.

Speakers:

David Scharf

Gallagher

Mr. Barry Sacks

Law Offices of Barry H. Sacks

Mr. Geoffrey J. Wallace

Mutual of Omaha Reverse Mortgage

Peter J. Neuwirth

Credits:

CPD Credit: 1.50 EA Core Credit: EA Ethics Credit: EA Non-Core Credit: 1.50 EA Formal Credit: 1.50