Retirement Income Smackdown Case Study (Panelist)

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 One
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John Mulligan
President & Founder, Mulligan Capital Management, Inc
John Mulligan is the President & Founder of Mulligan Capital Management, Inc. Mr. Mulligan has provided investment advisory services through Mulligan Capital, Inc., a Registered Investment Advisor (RIA), for more than twenty five years. John is a Certified Investment Management Analyst (CIMA), a Certified Financial Plannerâ„¢ (CFP) and an Accredited Investment Fiduciary Analyst (AIFA). He earned his M.A. in Economics from Central Missouri State University.


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