Category: Announcements
Announcements
Wed, Dec 12, 2018
David Blanchett: Sustainable Withdrawal Rates: A Smart Alternative to Reducing Life Expectancy
Did you know that retirement costs more than double what it did 30 years ago?In this light-hearted video, David Blanchett's PhD, CFA, CFP shares his thoughts on what people can do about it.
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Announcements
Tue, Dec 11, 2018
David Blanchett: Retirement crisis? What Retirement Crisis…?
In this video, David Blanchett PhD, CFA, CFP poses the question, is there a retirement crisis? Meaning, will everybody run out of money?
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Announcements
Wed, Nov 28, 2018
David Blanchett: Sustainable Withdrawal Rate - A UK Perspective
In this video, David Blanchett's PhD, CFA, CFP looks at how the now famous 4% rule developed.
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Announcements
Tue, Nov 20, 2018
David Blanchett: The Grand Retirement Puzzle
This is the first in a three-part video series featuring David Blanchett, PhD, CFA, CFP., head of retirement research at Morningstar. David sets the scene for a fascinating discussion about the ‘grand puzzle’ as he calls it. In other words, how to come up with successful withdrawal strategies for UK retirees.
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Announcements
Thu, Aug 30, 2018
Justin King: How to help a client avoid a one-way ticket to Geneva
In this second video, Justin King APFS, CFP takes a light-hearted look at how he uses the Timelineapp to show clients quickly and visually how sustainable their retirement income plan is.
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Announcements
Wed, Aug 22, 2018
Justin King on eternal optimism and why advice is an antidote to N.E.W.S*
Welcome to the first of our three-part video series on retirement income planning conversations. The focus of this series is to demonstrate the real-life discussion that happens between a financial planner and their client to ensure their portfolio lasts a lifetime.
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Announcements
Tue, Jun 12, 2018
We're Hiring - Retirement Consultant
We are on the lookout for a consultant for Timeline, the software for illustrating sustainable withdrawal strategies in retirement income portfolios. The software is used by advisers in 7 countries including the UK and the US.
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Announcements
Mon, Jun 11, 2018
Timeline Completes Seed Funding Round
Timeline, the sustainable withdrawal rate software created by Abraham Okusanya has raised a seed funding round from a group of private investors.
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Announcements
Thu, Apr 19, 2018
Timeline Goes to Chicago!
On April 30th we'll be taking Timeline, the Sustainable Withdrawal Rate software to the Retirement Income Summit 2018 in Chicago! For two days, we'll be showing off the software to over 400 advisers from across the US!
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