Event

Managing the Risk of an Income Shortfall in Retirement

Are you on track for a satisfying retirement? Americans are living longer. How does increased life expectancy affect your retirement income in light of decreasing pension benefits and rising healthcare costs? How does the rate of inflation affect your portfolio? Since retirement can last more than 25 years, how can equity losses incurred in the first decade of retirement negatively affect your portfolios ability to sustain income?

Tom Dewbray is a Vice President at Merrill Lynch. He leads a team in supporting the income planning needs of the Midwest Region. His team works with Financial Advisors to create tailored, comprehensive income solutions for high net work clients. Shameen Motiwala has been with Merrill Lynch for 10 years. Her expertise lies in the creation of investment strategy solutions and their implementation utilizing a comprehensive wealth planning process. Both are Chartered Retirement Planning Counselors.

Join us for networking, dinner, and an excellent speaker! Our members are partners and staff in CPA firms; CFOs, controllers and other accountants for privately or publicly held companies; academicians; internal auditors and accountants for government agencies or non-profit entities; recent college graduates; and women returning to the workforce. See our web site at www.aswachicago.org.