You're invited to our free webinar!
How Parkinson's Disease Impacts Your Retirement Income Planning
How Parkinson's Disease Impacts Your Retirement Income Planning
Friday, May 4th, 2018
Webinar: 11:30am - 1:30pm EDT
Webinar: 11:30am - 1:30pm EDT
Hosted by McLean's Director of Retirement Research, Wade Pfau
How Parkinson's Disease Impacts Retirement Income Planning
Register below for our webinar,
Dr. Wade Pfau, Ph.D., CFA is a renowned financial professional and researcher. Wade holds a Ph.D. in Economics from Princeton. In addition to his work as the Director of Retirement Research for McLean Asset Management, he is currently the professor of Retirement Income at the American College in Bryn Mawr, PA. Wade is also the founder of RetirementResearcher.com
Rick Schena
Mr. Schena spent 30 years working for United Airlines, and held a number of management positions including as check captain on the 737, 757, 767 and 777. Mr. Schena was diagnosed with Parkinson’s disease in February 2007. Currently, Mr. Schena is an aviation consultant for MW Aviation leasing out of Munich Germany. In addition to his aviation experience, Mr. Schena has been involved in the start-up of several companies outside of aviation. He and his wife are also very involved in a number of philanthropic activities and boards in the Washington, D.C. metropolitan area. The Schenas philanthropic activities are centered around Parkinson’s Disease.
Wade Pfau, Ph.D., CFA
Dr. Wade Pfau, Ph.D., CFA is a renowned financial professional and researcher. Dr. Pfau holds a Ph.D. in Economics from Princeton. In addition to his work as the Director of Retirement Research for McLean Asset Management, he is currently the professor of Retirement Income at the American College in Bryn Mawr, PA. Dr. Pfau is also the founder of RetirementResearcher.com, the educational branch of McLean Asset Management.
Alex Murguia, Ph.D.
Dr. Alex Murguia holds a Ph.D. in Clinical Psychology, with a focus in healthcare. Dr. Murguia was also a National Institute of Health fellow.
Dr. Murguia is one of the managing principals of McLean Asset Management. In addition to his management responsibilities, he oversees investment strategy and the management of RetirementResearcher.com.
Dr. Murguia is one of the managing principals of McLean Asset Management. In addition to his management responsibilities, he oversees investment strategy and the management of RetirementResearcher.com.
This program is presented in partnership with the Parkinson Foundation of the National Capital Area (PFNCA).
McLean Asset Management founder Dean Umemoto is a Emeritus Board Member of PFNCA. His mother battled Parkinson’s and attended PFNCA programming in Washington, D.C. Dean and his colleagues have developed a tool to help understand how expenses relating to Parkinson’s and other chronic diseases impact financial planning.
For those of us wishing to retire one day, we are increasingly responsible for figuring out how to save during our working years and converting these savings into sustainable income for an ever-lengthening number of retirement years. The nature of risk changes in retirement, as the lifestyles of retirees become more vulnerable to the impacts of market volatility, unknown longevity, and spending shocks.Retirees have one opportunity to build a successful plan. It is not an easy task, but it is manageable.
In this webinar, we consider retirement risks and how to approach building a plan to meet the financial goals of retirement while managing these risks.
We will look at the Retirement Income Optimization Map (RIO-Map) and Funded Ratio Analysis as a way to think about structuring assets between reliable income sources, the diversified portfolio, and reserves in order to best fund retirement goals and the expenses associated with those goals.
DISCLAIMER: This a free event, educational in nature, and there is no obligation to purchase products or services from McLean Asset Management. Please direct any questions to yourteam@mcleanam.com
