How to become an income planning professional with Wade D. Pfau, Ph.D., CFA: PART 3
Join WealthVest in part three of our series: How to become an income planning professional with Wade D. Pfau, Ph.D., CFA and WealthVest’s president, Wade Dokken, where they cover how you can use WealthVest’s newest book, Redefining Retirement: A Safe and Secure Way Down the Mountain, in your practice.
In part three of this series, Dr. Pfau and Wade Dokken, discuss the fifth, sixth and seventh chapters of the book covering the incorporation of variable annuities, fixed index annuities, and life insurance into a diversified portfolio.
For more information on the book visit: Wealthvest.com/redefiningretirement
To view part one click here: https://www.bigmarker.com/wealthvest-marketing/How-to-become-an-income-planning-professional-with-Wade-D-Pfau-Ph-D-CFA
To view part two click here: https://www.bigmarker.com/wealthvest-marketing/How-to-become-an-income-planning-professional-with-Wade-D-Pfau-Ph-D-CFA-PART-2
- Variable and Fixed Index Annuities can provide lifetime income options.
- What withdrawal, and roll up rates offer the most value
- Fixed index annuity basics
- Which crediting method individuals should select in certain scenarios
- The benefits of adding term, and permanent insurance into an income plan
Pfau is a co-editor of the Journal of Personal Finance. He has spoken at national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals. He hosts the Retirement Researcher blog, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for The Wall Street Journal. His research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine.
Pfau was a selectee for the InvestmentNews “Power 20” in 2013 and “40 Under 40” in 2014, the Investment Advisor 35 list for 2015, the IA 25 list for 2014, and Financial Planning magazine’s Influencer Awards. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a best paper award winner in the retirement category from the Academy of Financial Services.
Pfau holds a doctorate in economics and a master’s degree from Princeton University, and bachelor of arts and bachelor of science degrees from the University of Iowa. He is also a Chartered Financial Analyst® (CFA®).
