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Decumulation Diversification
Course Information
Content Level: Intermediate
NAPFA Subject Area: E-Retirement Planning
Course Description

This webinar will review how to diversify income during retirement using advanced concepts to help hedge against the potential increase of taxes and inflation. Participants will analyze a case study and adjust the drawing down of assets to look at the impact it has on the Monte Carlo score, or Probability of Success, along with other quantitative factors to analyze when making adjustments in a financial plan.

This webinar is sponsored by Allianz Life Insurance Company of North America.

Learning Objectives
  1. Learn the trade-off of paying taxes now vs later
  2. Understand how to ease the risk of rising inflation and taxes throughout retirement
  3. Determine how to quantify with data reasons behind increases, or decreases, in the Monte Carlo probability of success

Schyler Adams, CFP® 

Schyler Adams, CFP®, is the Advanced Strategies & Planning Platforms Director within the Distribution Sales Development Team for Allianz Life Insurance Company of North America (Allianz). Adams, with more than five years of financial services industry experience, focuses on delivering product knowledge, sales ideas, and industry concepts by partnering with the distribution channels to serve internal and external customers.

Prior to his current role, Adams was director of sales for Questar Capital & Asset Management, where he worked in the retail broker/dealer and registered investment advisory firm channels. He was also involved with launching their new fee-based platform, Envestnet. Before that, Adams spent time working at Northwestern Mutual, partnering with the Allianz Distribution Group Network with both variable and fixed index annuities.

Adams holds FINRA Series 6, 7, and 63 securities registrations. He also holds his Minnesota Life and Health insurance license.

Availability: Retired
Initial Cost: Member: $0.00
Non-Member: $39.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
No Credit Offered
Contains: 2 Courses
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