Innovative Products that Solve for Financial Planning Conundrums
Thursday, September 28, 2023
9:45 AM – 10:45 AM MST
Location: PCC: North 127
CE: 1 CFP CE Credit(s)
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The role of asset allocation in the success of a financial plan can not be overstated. Financial planners face a myriad of obstacles when building an asset allocation designed to fulfill a financial plan for a client. Some of these are “dollar cost ravaging”; or the forced selling to generate income or meet RMDs in the face of a sever downturn or bear market, generating enough income while staying within a client’s risk tolerances, and building efficient bond ladders. Hear from BlackRock on innovative new product types that can solve for these financial planning conundrums.
Learning Objectives:
Be made aware of innovative products in the financial services field that can help more clients achieve their goals within a financial plan.
Understand the basic construction and outcomes of each type of product.
Learn how these products can be applied to an asset allocation effectively.