"Delivering Value to our Membership and Clients"

November 19, 2020

VIRTUAL LUNCH EVENT with Michael Finke - The American College of Financial Services.

Advisors often view retirement income planning through the lens of the 4% rule, but changes in longevity and a lower-return environment challenge conventional wisdom about safe withdrawal rates. This presentation will discuss what it means to take risk with an investment portfolio in retirement, how high prices for bonds and stocks will impact withdrawal rate projection, and the actual risk of health care expenses. The presentation will conclude with strategies to deal with a new retirement reality including a discussion of guaranteed income strategies.

Continuing Education Credits: CFP - 1 Hour


NAIFA-San Antonio is a non-profit organization affiliated with the National Association of

Insurance and Financial Advisors and the Texas Association of Insurance and Financial Advisors.

Founded in 1927, the Association's primary function is to assist individuals in acquiring the skills and knowledge needed to pursue a career as an Insurance and Financial Advisor professional, so as to enhance their value to the public at large.

Content copyright 2018.  NAIFA-San Antonio.  All rights reserved.


  • Sarah Box with Rock Gate Financial
  • Alex Post, ChFC with State Farm
  • James Courage with New York LIfe
  • Chuck Laubach with State Farm
  • Denny Alexander with New York LIfe
  • Jennifer Larsen with New York LIfe
  • Desiree Gonzales with Mutual of Omaha

Robert Davidson, RICP of

Thank you to our Luncheon Sponsors:



November 19 - NAIFA-San Antonio presents Michael Finke from The American College of Financial Services

WHEN: Thursday, November 19
12:00 P.M. to 1:15 P.M.

Instructions upon registration!