Watch Webinar: Reconsidering Retirement Income

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Companion White Paper:

An Advisor's Guide to Protecting Retirement Income

Companion Package:

Retirement Income Materials for Advisors

Reconsidering Retirement Income
In the Face of a Broken 60/40
Webinar Overview

The need for a more modern approach to retirement income has arguably never been greater:

The 60/40 strategy, which has been the bread-and-butter portfolio that helped millions of investors retire comfortably in the past, is on pace for its worst year since 1936

The secular bull market in equities is potentially at its end

For the first time in more than 40 years, there’s the prospect of a sustained rising U.S. interest rate environment

Inflation is at its highest level in four decades

It’s a potentially catastrophic combination, especially for clients nearing or in the early years of retirement.

Given this reality, this webinar helps financial advisors think about how to increase the odds a portfolio will sustain clients throughout retirement.

We share research and findings from a just-released white paper, “An Advisor’s Guide to Protecting Retirement Income,” and answer questions about reconsidering retirement income in the context of the 60/40 problem.


Jon Robinson

Jon Robinson

Robinson is CEO and Co-Founder of Blueprint Investment Partners

Mike Carlone

Mike Carlone

Carlone is National Sales Director at Blueprint Investment Partners

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If you’d like to discuss this webinar or how Blueprint Investment Partners approaches protecting retirement income