Retirement Income Smackdown Case Study (Moderator)

Product manufacturers are still focused on providing guaranteed income streams and insurers continue to roll out guaranteed options. Nevertheless, one size does not fit all, i.e., retirement income solutions should be personalized and process driven. Rather than host a traditional pre-populated conference session, this breakout session will feature a Retirement Income Smackdown case study. This unique session will feature three advisors with different approaches slugging it out over the best solution for "one" client. Case study submissions are open to all industry professionals who plan on attending the CFDD's Advisor Conference. The three best entries representing the Buckets, Total Return and Guaranteed schools will be selected as finalists. Each finalist will have up to twelve minutes to present and defend their solution. An audience of peers will direct pointed questions to each finalist and then cast their vote to determine the winner.


Segment 1
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Keith Diffenderffer
Founder & President, Endowment Income, LLC
Keith Diffenderffer is Founder and President of Endowment Income, LLC. Keith has over two decades of investment advisor experience with PaineWebber, Merrill Lynch and AG Edwards. He has been a leader in predicting the inclusion of real and alternative asset classes with integrated multi-asset portfolios, the abandonment of traditional earned income distributions for "new rules for distribution" and credited with coining the term Long Duration Income (LDI) to describe inflation adjusted real income. He is a graduate of Tulane University and attended the Graduate School of Business at San Diego State University.


CFDD-Ask an Expert - Retirement Income
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