RRA, Founder

E-mail: dave@retirementriskadvisors.com

Free
​CPE Credits: 1.5 hour
​Subject Area: 1.5 - Specialized Knowledge 
​Instructional Method: Group internet based 
​
​Course Description: 
This course explores why the traditional 60/40 investment strategy is no longer adequate for many retirement-focused investors in today’s financial environment. Participants will examine how persistent inflation, historically low bond yields, and increased market volatility have disrupted the effectiveness of the conventional portfolio mix.

The session introduces a risk-based investment framework that aligns asset allocation with specific retirement objectives: income, reserves, and legacy. Attendees will gain an understanding of how private market assets such as private equity, private credit, and private real estate can be integrated within a broader planning strategy to improve portfolio resilience and retirement outcomes.


Learning Objectives
After completing this course, participants will be able to:

1. Identify the limitations of the traditional 60/40 portfolio strategy in today’s retirement planning landscape.
2. Describe the principles of risk-based investing and how it applies to functional asset allocation.
3. Differentiate between public and private market investments and assess the potential roles of private equity, credit, and real estate in a diversified portfolio.
4. Apply a purpose-based portfolio model to address key retirement risks such as longevity, inflation, and sequence of return.

Customer Support/Troubleshooting Help:
If you experience login issues or other technical difficulties, please use our chat service on our website or give us a call at 855-491-0400 and we will directly assist you. Upon login you will receive confirmation of registration. If you are experiencing technical issues during the webinar, here are some troubleshoot recommendations to try: refresh your browser, try a different browser, or try a new device.


​