Webinar & Case Study: How to Invest in Retirement: Asset Allocation, Fees and More

As you begin to draw down their investments it is tempting to move away from volatility and growth to more stable investments. The danger is that you're trading one type of risk for another. In this webinar we explore investment strategies in retirement. We challenge the standard advice of increasing bond allocation, discuss cash wedges and explore, through 2 case studies, how you can use the Adviice platform to find the right investment strategy for your retirement plan. 2:59 - Should You Invest Conservatively in Retirement? 6:51 - Asset Allocation Fundamentals 12:42 - Key Considerations for Investment Fees 21:26 - Case Study: Testing Different Asset Allocation 'Rules of Thumb' 32:34 - What is Sequence of Returns Risk? 34:55 - What is a Cash Wedge Strategy? 44:20 - Case Study: Managing Risk in Retirement -- Start your own retirement plan! https://adviice.ca/ Don't have a detailed retirement plan yet? Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. -- Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.