San Diego FPA Annual Educational Symposium

September 18, 2019
8:30 AM - 6:30 PM
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SDSU Alumni Center (Park in Garage #5)
5250 55th St
San Diego, CA 92182

David Blanchett

(Re)Modeling the Cost of Retirement SKA

Retirement is the most expensive purchase faced by most individuals. In this session, David Blanchett will explore a framework to better understand how much retirement actually costs and a process for better estimating its true cost. This session will include a discussion of the implications of properly forecasting the growth of assets and important considerations when estimating the liability, such as determining the optimal replacement rate, forecasting the retirement period and understanding what it truly means to fail (or succeed) during retirement.

David Blanchett is the head of retirement research for Morningstar Investment Management LLC.