Investment and Spending Strategies for Retirement Income Planning

12:00 pm–1:00 pm ET


Have you been investigating ways to set up your finances to support your lifestyle in retirement? Should you focus on accumulating a large nest egg or design a plan to deliver a steady stream of paychecks? Join this session for further retirement planning discussion for yourself and for your clients.

The following topics will be discussed during this session:
  • Investing and spending strategies to create and stabilize income through retirement.
  • Reframing the retirement problem, emphasizing the importance of a stable income streams versus wealth accumulation.
  • Defining the primary risks to retirement income and explaining solutions to mitigate those risks.

The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Financial Planning Networking Group*This is a non-CPE event

To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352 with event code SN004322.

Questions? Please contact NCACPA Engagement Coordinator, Crystal Dempsey, at [email protected] or 919-469-1040.

Mathieu Pellerin, PhD: Mathieu is a Senior Researcher for Dimensional Fund Advisors where he conducts research on a broad range of investment topics, with a focus on retirement and ESG-related matters. Mathieu earned a PhD in economics from Brown University, where he specialized in econometrics and survey statistics. Prior to his time at Brown, he earned an MA in economics and a BSc in actuarial science from Laval University in Quebec City.

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Event Vendor:NCACPA

Event Type:Networking
NASBA Instructional Method:N/A
Event Code:SN004322

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$0.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.