Madison Estate Council Meeting: Practical Implications of a Low Return Environment
Join us for a presentation by Michael Dubis, President of Michael A. Dubis Financial Planning, LLC, on the practical implications of a low return environment. Are forward looking returns for assets going to be lower than the past? Many historical metircs suggest forward looking returns could be lower. Beyond the obvious impact such a possibility might have on portfolio returns, it extends to trust withdrawal planning, retirement sustainability and withdrawal planning, pension plan assumptions, insurance company risk, among many other assumptions that we might take for granted if we blindly rely on historical assumptions only. Hopefully such a world doesn’t happen, and this was yet another waste of time. But we’ve seen variations of it before. So if it does happen, are we ready?
Topic: Practical Implications of a Low Return Environment
6:30pm Speaker Starts
7:30pm Meeting Adjourns