Stress Testing Your Retirement Plan: “How Big is My Cushion?”
Respected planner and market theoretician Jim Otar walks advisors through how to stress test client portfolios for a variety of Black-Swan scenarios, including:
• Sudden and permanent loss of assets • Need to increase the income taken from the portfolio • Future inflation higher than historically experienced • Living longer than planned for • Future equity returns lower than historically experienced • Future conventional bond yields lower than historically experienced |
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| Accreditation Details |
| The Institute: |
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1.00 credit |
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| IIROC: |
Professional Development |
1.50 credits |
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