Fri, Jun 25 | Online Event

Retirement Portfolio Planning in Unprecedented Times | June 25, 2021

Retirement Portfolio Planning in Unprecedented Times
Retirement Portfolio Planning in Unprecedented Times | June 25, 2021

Time & Location

Jun 25, 11:00 AM – 12:00 PM EDT
Online Event

About The Event

The pandemic and related economic weakness have implications for many aspects of retirement planning. Older adults have experienced higher rates of unemployment and may be contemplating early retirement, which can stress a portfolio and lead to suboptimal Social Security claiming decisions. 

Meanwhile, yields on "safe" secutities have dropped significantly, creating challenges for income-focused investors. Finally, the pandemic has had repercussions for Social Security and long-term care planning. 

This wide-ranging presentation will delve into these issues and provide concrete takeaways for people affected by them.   

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Vision:  To elevate the profession that transforms lives through the power of financial planning.


Mission:  The FPA of Miami seeks to create an indispensable professional community experience by promoting the financial planning profession.  To that end, we aim to be extraordinary in our programs, advocacy efforts, and service.  

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