Webinar Duration: 43 Minutes
In this market environment, retirees must take action to protect against the Sequence of Return Risk. Imagine your portfolio experiences a large market downturn right around retirement. This can force you to withdraw more aggressively, potentially depleting your savings faster than if the downturn occurred later, leaving you with less to grow and potentially running out of money sooner than expected.
In this webinar recording, John Lau will present strategies to help mitigate the sequence of returns risk, including:
John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning. John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. John is a public speaker on financial topics and has authored numerous financial books and booklets, including Winning the Retirement Race Between Time and Money; What Should I Do Before Anything Happens to Me; Suddenly Single; IRA Survival Guide After the SECURE Act, and more. John is also on the advisory board to the Dean of the College of Business and Economics at California State University – East Bay.