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

Accreditation Details 
IIROC: Professional Development 1.50 credits
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