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Create "Sequence of Returns Risk" Conversations
With today's market volatility and the Bear Market looming at every client's Retirement Picnic Table, join Erick Lindewall, VP Sales at DMI, as we dive into Sequence of Returns Risk.

• What is it and how do you explain it?
• Why is the threat to retirement portfolios becoming reality?
• How do you help pre-retirees?

Clients approaching retirement in or near a bear market need to think about “Sequence of Returns” risk – or the risk of experiencing losses in their portfolio just as they retire.

Withdrawing money from a portfolio declining in value can dramatically impact its ability to last throughout retirement (this is especially true if your client is planning for a retirement horizon that could last decades).

Jul 13, 2022 12:00 PM in Eastern Time (US and Canada)

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